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1287 events · latest Jul 31, 2026

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Jul 31 news KOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW EWYSKHYMU +4
Jul 30 news The buyer has a name: Citadel takes the Situational Awareness book — WSJ/Reuters, captured 2026-07-30 EOD SNDKMUSKHY +3
Jul 30 tweet The Situational Awareness arc — paradislabs tweet SNDKMUSKHY
Jul 30 tweet Situational Awareness NAV vs gross exposure — Kobeissi tweet SNDKMUSKHY
Jul 30 news Situational Awareness forced unwind — CNBC/FT, captured 2026-07-30 SNDKMUNBIS +3
Jul 29 tweet Korea margin cascade — tweet EWYSKHY
Jul 29 tweet Korea margin cascade — tweet EWYSKHY
Jul 29 tweet bottom-marker social signals — tweet SPY
Jul 19 tweet Qwen3.8 launching, going open-weight soon — 2.4T params, 'second only to Fable 5' — tweet BABAENVDA
Jul 19 tweet Dean W. Ball on Kimi K3 — genuinely frontier, not distillation, token-hungry, 'not obviously cheap to run' — tweet NVDA
Jul 18 tweet Wilkinson second Picasso: NUAI ex-helium AI-datacenter pivot — tweet IREN
Jul 2 snapshot aibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline) MUSNDKMP +2
Jun 29 video Quantum as the next post-AI trend — US executive orders + sovereign equity stakes RGTIQBTSIONQ +1
Jun 25 article SemiAnalysis Memory Mania — once-in-four-decades shortage, supercycle bigger+longer than consensus — article MUSNDK
Jun 25 reddit memory compression demand-destruction bear vs Jevons; MU growth price-driven not shipment-driven — reddit MUSNDK
Jun 25 tweet Asia-led global correction / memory front-run watch — tweet MUSNDKTSM
Jun 6 tweet Altucher VIX 30pct single-day spike SP500 forward-return backtest — tweet
Jun 5 article Rohan Ganesh Biological Awareness — AI-bio roadmap and experimental-token thesis — article
Jun 5 tweet Kobeissi 30d SpaceX terms and space-ETF surge — tweet
Jun 5 tweet Kobeissi 30d oil-supply shock — tweet
Jun 5 tweet Kobeissi 30d memory supercycle euphoria — tweet MU
Jun 5 tweet Kobeissi 30d gold bull steelman — tweet
Jun 5 tweet Kobeissi 30d data-center capex record — tweet
Jun 5 tweet Kobeissi 30d Anthropic IPO progression — tweet
Jun 5 tweet Kobeissi 30d AI-mega-IPO issuance surge — tweet META
Jun 5 tweet Kobeissi 30d AI-bubble structure and crypto unwind — tweet NVDAMSTRMRVL
Jun 3 article USDA confirms first US New World Screwworm case — calf in Zavala County, TX — article ZTSIDXXELAN +1
Jun 3 filing SpaceX S-1/A priced — $135/share fixed, $75B offering (no longer blank) — filing SPCX
Jun 3 tweet Astera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack — tweet ALABNVDAAVGO +3
Jun 3 snapshot aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot ALABNVTSMXL +3
Jun 2 article Yahoo Finance SpaceX IPO 401k Fast Entry — article
Jun 2 tweet When I think about launch constraint, I’ll bet we see rush to medium lift where MDA
Jun 2 tweet Oof! ASTS not going to like this. Launch remains a bottleneck and having a heavy
Jun 2 tweet MDA recently completed a massive 185,000 sq foot high-volume manufacturing facil
Jun 2 article S&P DJI MegaCap consultation — official methodology doc
Jun 2 tweet Yesterday's GTC conference left me completely numb— NVIDIA, it's back. This time
Jun 2 tweet SpaceX's IPO nets $80 billion, but over $60 billion of it doesn't even belong to
Jun 2 tweet This is the most glorious bull run in history. This is where you retire your ent
Jun 2 article Nasdaq NDX Fast Entry methodology — official methodology doc
Jun 2 article moomoo Macro Moover SpaceX liquidity shock book-build window — article SPCXNVDAMSFT +1
Jun 2 tweet I just wandered the streets. I asked random ppl if they'd ever heard of Micron.
Jun 2 tweet Holy shit, he called it. This is not your Grandpa's bull market. The signals are
Jun 2 article MarketWatch SpaceX IPO retirement plan Fast Entry — article
Jun 2 forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread SPCXNVDAAAPL +4
Jun 2 tweet Cost per token is a vanity metric You see input tokens and output tokens but rar
Jun 2 tweet Who got into $EOS.AX??? I think we are up around … EOPSF
Jun 2 tweet I will me monitoring $CRDO closely… CRDO
Jun 2 tweet All time highs yesterday and continues today with another day of flying. This th EOPSF
Jun 2 tweet Just a heads up, I've uncovered a bot farm with dozens of accounts used to sprea SIVE
Jun 2 tweet Your brain decided this was a face in about 130 milliseconds, before you conscio
Jun 2 tweet FIFA lined up a star soundtrack for 2026: Shakira, Burna Boy, Jelly Roll, Daddy
Jun 2 tweet Everyone's looking at the games. The real target is Intel and AMD. RTX Spark is
Jun 1 tweet Super underrated More people should talk about this
Jun 1 tweet The market topping out because of the SpaceX, Anthropic, and OpenAI IPOs is the
Jun 1 tweet $NOW Jensen Huang: “I think the markets got it wrong. These agents have to be ex NOW
Jun 1 tweet Google’s offering is basically their way of telling everyone that AI demand and
Jun 1 tweet Whoa. Motorola purchasing Israel counter-drone co D-Fend Solutions (private / RF MSI
Jun 1 tweet Great article in subtweet on the development + deployment of cheap blue laser lo
Jun 1 tweet Today marked the biggest outperformance in $BTC vs $TOTAL3 in a good while, many BTC
Jun 1 tweet $MSTR tried to be cute and fully misunderstood the psychological impact of havin MSTRBTC
Jun 1 tweet Most likely mistake into the next blockchain cycle will be people betting on sto BTC
Jun 1 tweet If the war was to end tomorrow, people would likely be very surprised by the res
Jun 1 filing SpaceX S-1A amendment offering-blank staggered-lockup — filing SPCX
Jun 1 tweet $SPY 看了一下图表：以下是下跌空间（基于当前价格 755-758）： 第一：729-733； 第二：715-711； 第三：700-695。 第一水平位在下 SPY
Jun 1 tweet This is the year we all make life changing money. LOCK IN
Jun 1 tweet This is getting absurd. $META META
Jun 1 tweet The biggest mistake I’ve ever made in my investing/trading journey was selling c NBIS
Jun 1 tweet I have to make up for some of the lost upside somehow
Jun 1 tweet Would be an interesting experiment: -> What % of UK people know that $ARM is our ARMNVDA
Jun 1 tweet $RKLB down 12.28% today: Other space names like $ASTS, $RDW, $FLY are down, seem RKLBASTSRDW +1
Jun 1 tweet Not sure why $CRDO is down 16% after releasing positive earnings? Rev: $437M vs CRDO
Jun 1 tweet The world's first Vera Rubin NVL72 is here. A real milestone. And it's only the
Jun 1 tweet The market still underestimates $NOK NOK
Jun 1 tweet If your AI stocks mooned today. You are part of a tiny, tiny contingent out of t
Jun 1 tweet Appreciate the shout @SaiseiInvesting It is true we had the god tier Photonics a DRAM
Jun 1 tweet Stock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK PENGAAOIBB +1
Jun 1 tweet RT @SaiseiInvesting: What’s so impressive to me about @joinautopilot’s “Photonic
Jun 1 tweet $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic, NVDANBISORCL +5
Jun 1 tweet $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of AAOI
Jun 1 tweet You can replace your entire AI subscription with a free local AI model running o
Jun 1 tweet I SEE THAT MOST PEOPLE ARE STILL PAYING FOR AI MODELS THEY DO NOT NEED TO. I fou
Jun 1 tweet A Persian scholar finished a single math book in 9th century Baghdad that quietl
Jun 1 tweet 5 Claude hidden settings that feel like cheating: (once you know these, you'll n
Jun 1 tweet $10 billion in revenue last year. $47 billion run rate this year. $965 billion v
Jun 1 tweet Anthropic has confidentially filed a draft S-1 registration statement with the S
Jun 1 tweet a little bit about me: when i commit to something, i go all in with enthusiasm,
Jun 1 tweet What if we are being misinformed in order to keep a lid on the oil price? What i
Jun 1 tweet I love my job because every day there is something new to learn. Today it is sea
Jun 1 article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article SPCXNVDAMSFT +6
Jun 1 tweet Je suis Nebius
Jun 1 tweet $FLNC leading the bottleneck book on the news today yesterday’s weekly recap cal FLNC
Jun 1 tweet Solar $TAN is another sector with stocks showing great RS and emerging from big TANFSLRSEDG +4
Jun 1 tweet Momentum Stocks vs Low Volatility Stocks: A 5 Sigma Deviation. Extreme Divergenc
Jun 1 tweet $MDB Monthly chart is beautiful... likely results in a big move. MDB
Jun 1 tweet Copper is another fresh theme looking to emerge from strong multi month patterns COPXFCXSCCO +1
Jun 1 tweet Only 3 days later and continuing to make massive gains. My Subscription is only
Jun 1 tweet What are you currently confused about that, if given the resources and/or time,
Jun 1 tweet In case anyone wants to revisit our list of TPU Suppliers in light of recent eve
Jun 1 tweet I’ve sold a lot of AI winners too early, I’m intent on selling very slowly with BANDATENSAIL
Jun 1 tweet Analyst #3 is going stir crazy
Jun 1 tweet An amazing breakthrough by $RVMD that should see the name rally not just on panc RVMD
Jun 1 tweet The first four AP1000 reactors needed suppliers from three continents. The react
Jun 1 tweet Applied Digital just crossed 1 GW of contracted data center capacity, after sign
Jun 1 tweet You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up. M
Jun 1 statement Anthropic confidential draft S-1 SEC June 2026 — company-statement MSFTGOOGLAMZN
Jun 1 tweet Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in NBIS
Jun 1 tweet -> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoin SIVEGFSLITE +1
Jun 1 tweet I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T GOOGLBRK-ALITE +3
Jun 1 tweet Baby clothes are the only thing you own that gets worthless and priceless at the
May 31 tweet What's happening in the PC/Laptop Market Sales & Growth I expect unit sales to g
May 31 tweet Rare earth refining and permanent magnet investment continues to expand in the U
May 31 tweet I wrote the full version of this for Substack. Covers the forgings, the reactor
May 31 tweet How do we fix this @Support ?
May 29 tweet What's happening in the MLCC market First off, MLCC as a whole is a $15B market.
May 29 tweet The most important thing for Dell is how they deal with the memory price hikes a
May 29 tweet So ReRAM is finally ready for prime time Watch this space anon Shitco Everspin w
May 29 tweet Absolutely legendary call by our semis analyst @jukan05 - our last article on Ma
May 29 tweet Yesterday Anthropic announced a new fundraise and released a new model. And soft
May 29 tweet The stock market is pretty cool if you ask me.
May 29 tweet Goodnight everyone. Especially $PLTR. PLTR
May 29 tweet Second multi-billion dollar award to SpaceX in a week span. Despite Pentagon gru
May 29 tweet Saw this floating around. Pretty decent CAGR.
May 29 tweet $mda
May 29 tweet In this terrible situation, entirely of Trump's own making, the only 'winners' i
May 29 tweet $avav scaling for mass production #cuas
May 29 tweet We welcome today’s CFTC actions: approval of the first U.S.-listed perpetual der
May 29 tweet SENIOR IRANIAN SOURCE TO REUTERS: A POLITICAL UNDERSTANDING HAS BEEN REACHED BET
May 29 tweet Just additionally, on one end they want to use the entire blockchain stack and a
May 29 tweet Iranian source to Fars News Agency: The text of the agreement is in its final st
May 29 tweet Banks had the last year to debate the clarity act and its terms. They blocked it
May 29 tweet Approaching a double. Hyperliquid and ZCASH remain the most promising projects e
May 29 tweet It's been a while since we last talked about gold. First, let me share my person
May 29 tweet Feels like what the market is buying right now isn't companies—it's stories! HPQ
May 29 tweet $NOK continuing its decline so I used this opportunity to sell someCash Secured NOK
May 29 tweet Deep research = Deep pockets. It’s that simple. $APTV thesis playing out beautif APTV
May 29 tweet $CRWD is up 99% since I dropped my thesis… I AM NOT PLAYING THIS YEAR. I AM FOCU CRWD
May 29 tweet Tweet by @ParadisLabs
May 29 tweet SaaS is alive. $NOW +23% since my post last week. AI is not replacing these name NOWPLTRMSFT +7
May 29 tweet MLCCs are now being valued as important AI infrastructure components, not just s
May 29 tweet YOU CAN NOW BUY $KRKNF ON ROBINHOOD. This is the underwater drone monopoly that KRKNFHOOD
May 29 tweet Pick your poison. $KRKNF now available to trade on Robinhood supplies every sing KRKNF
May 29 tweet I always thought perps might be the future of trading versus options. $28T to $9
May 29 tweet Dream about getting paid to research stocks all day? Well I'm hiring. @kawzinves
May 29 tweet The whole $NVDA paying people $22k/yr for data centers at their houses is comple NVDA
May 29 tweet Sounds like their AI consultant didn’t do a very good job.
May 29 tweet Really interesting insights on $SNOW SNOW
May 29 tweet Hey @nvidia where do I sign up?
May 29 tweet Looking for a junior analyst. DM me if interested.
May 29 tweet Getting a ton of DMs on this, thank you all. Please be patient, I will do my bes
May 29 tweet $DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI o DELLPENG
May 29 tweet You need to pay $0 for these tools. I just made a quick video on PAID vs FREE AI
May 29 tweet Today I was hunting on GitHub for video tools and stumbled on something that cou
May 29 tweet I was just reading this research paper. It broke my brain. Oxford, Stanford, Goo
May 29 tweet I just CLEARED 70GB OF STORAGE FROM MY IPHONE and I did not delete a single phot
May 29 tweet only 15 prediction on Polymarket still early
May 29 tweet as a true prediction markets nerd i'm always exploring apps around the ecosystem
May 29 tweet $133K TO $381K ON FONSECA. AGAINST DJOKOVIC. AFTER LOSING THE FIRST TWO SETS. so
May 29 tweet RBC on investor sentiment: "energy specialists continue to dominate the energy t
May 29 tweet Most asymmetric oil trade since the COVID lows of April 2020??? Total and comple
May 29 tweet The market is no longer buying AI exposure, it's buying scarcity by layer. The b
May 29 tweet Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand — tweet DELLMUAMD +5
May 29 tweet 2026 is not the year AI got smarter, it's the year inference became the product.
May 29 tweet The Market Is Expanding Beyond Tech — Bullish Or Dangerous? Please like and shar SPXQQQIWM
May 29 tweet FRIENDLY REMINDER: It's a bull market. You're not a genius. Stocks go up in bull
May 29 tweet The Blue Origin New Glenn explosion is a real setback and sucks to see. New Glen ASTS
May 29 tweet GOAT. $VIVO VIVO
May 29 tweet This is genius
May 29 tweet Absolutely legendary call by our semis analyst @jukan05 - our last article on Ma
May 29 tweet Northern Virginia holds 4,040 MW of data center capacity, more than the next sev
May 29 tweet GE Vernova is delivering 29 aeroderivative gas turbines to Crusoe for its Abilen
May 29 tweet Commonwealth LNG has closed financing and begun construction on a 9.5 Mtpa expor
May 29 tweet A Portuguese-era railway built across Angola between 1903 and 1929 is the shorte
May 29 tweet Hell of a way to roll into the weekend. The ones who didn’t blink through the AI
May 29 tweet To be fair Trump did tell everyone to buy $DELL, multiple times this year. He di DELLINTC
May 29 tweet This article does a fantastic job of detailing how my initial investment thesis RPI
May 29 tweet OpenAI is telling engineering teams they've been forced to hire 5 interns named
May 29 tweet Major cheat code in life: Stop relying on willpower when you can redesign your e
May 29 tweet For decades education ran on one impossible ratio: one teacher, one pace, 30 dif
May 29 tweet Blue Origin just vaporized a rocket, a launch pad, and Amazon's entire satellite
May 29 tweet Ask ChatGPT what it knows about you. It hands back a short, editable list. That'
May 28 tweet Trump has explicitly mentioned just one stock by ticker before. It happens to be PLTR
May 28 tweet If you’re looking at the earnings we’re getting this quarter and still comparing
May 28 tweet Everyone's talking about SpaceX rockets and AI I've analyzed SpaceX's revenue si
May 28 tweet 70% of the S&P's gains come from the semiconductor sector. Unfortunately, this i
May 28 tweet When people look at NVIDIA’s 800V partner list, most start with the company name
May 28 tweet Update the @oasishealthapp founder bro @cormachayden_ said it was “mostly user e
May 28 tweet $MX has been sitting in my notes for a while. NVIDIA just said it directly: "As MXONSTM +1
May 28 article InvestmentNews Friedman SpaceX float-math nothingburger steelman — article SPCXSPYQQQ
May 28 tweet Ignore the jawboning and unrelenting contradictory tweets..."the battle for the
May 28 tweet At the Energy Roundtable Conf. I came with a message for industry important enou
May 28 tweet REVERE DAILY MARKET INSIGHT VIDEO (5-28-2026): BY @ConnorJBates_ NOTHING BEARISH SPXQQQIWM +4
May 28 tweet $DELL Monster $400 AH DELL
May 28 tweet For my current subs and future subs. This is what my paid sub will look like now
May 28 tweet So much pontification about the demographic crisis and the solution was just to
May 28 tweet I really have to get better at buying whatever the President of the United State
May 28 tweet Wouldn’t be where I am today without Matt. Elite Wall Street data mind, by no me
May 28 tweet For Robinhood, Trump Accounts are less about near-term economics and more about HOOD
May 28 tweet Chris Camillo explains why he is NOT buying the SpaceX IPO “I'm not going to buy
May 27 article SpotGamma SpaceX IPO index inclusion forced flow — article SPCXSPYQQQ +1
May 27 tweet The easiest way to look at a stock after a 2,100% move is to say it is too expen
May 27 tweet Most stocks that go viral have nothing underneath them. $HLIT has a 95% software HLIT
May 27 tweet @kevinxu @michaelsikand
May 26 tweet I remember knowing @KawzInvests back when he only had a few hundred followers. W
May 24 tweet Just dropped @TheICHpodcast w/ @GrahamStephan @jackselby27 might be new fav. Inc
May 23 tweet Very marginal (less than 5%) and it will remain like that CXMT already has its c
May 23 tweet Nanya had a good run
May 23 tweet Interconnects ;)
May 23 tweet "He said he hopes Super Micro Computer will strengthen its compliance framework.
May 23 tweet Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been bus
May 23 tweet "given the CPU TAM CAGR update to 50%, plus DRAM per server CPU core is rising f
May 23 tweet FACT ALERT : In modern agentic coding, 42% of the time is spent on CPU doing too
May 23 tweet New technology is what births the next monster companies. The Magnificent Seven
May 23 tweet Late buyers always want to get early buyer returns without the early buyer risk.
May 23 tweet It pays much more to be an optimist rather than a pessimist in the market. Stati
May 23 tweet pk verlerger has warned us. note the irgc threat now "by fire". real or not this
May 23 tweet Lmao. The New York Post, Donald's favourite dumping ground for planting rumours
May 23 tweet 42 million barrels of oil dumped into a current ... add a match. for whatever Tr
May 23 tweet President Trump is expected to hold a call at 1:00 p.m. ET with leaders of Pakis
May 23 tweet But Polymarket has sharply upgraded the chance of a deal, now seeing a 53% chanc
May 23 tweet BREAKING: The US and Iran are closing in on a deal that would extend their cease
May 23 tweet BREAKING: Iran has just submitted a new two-phase proposal to the United States
May 23 tweet Tech companies are usually the first to adopt disruptive technology. That is why
May 23 tweet $NOK and $BB did indeed go on a big run… NOKBB
May 23 tweet We're still at the beginning of the CPO supercycle. Bank of America report on Op NVDA
May 23 tweet CPO Supply Chain Participants (Bank of America): $NVDA: - Two CPO-based systems: NVDAAVGOMRVL
May 23 tweet FinX is a bubble. I wish more people were on this generational run with us.
May 23 tweet "Contrarianism is overrated" - Stan Druckenmiller
May 23 tweet As a parent of a 10 year old who LOVES baseball and plays travel ball I can prom
May 23 tweet HOW TO FIX A MOBILE CHARGING CABLE FOR FREE I fixed mine in 30 seconds. Fix 1: T
May 23 tweet 73% OF PEOPLE AVOID AREAS AFTER DARK WITHOUT KNOWING WHY. So before you BOOK YOU
May 23 tweet the fastest growing GitHub repos in finance this week: 1. TauricResearch / Tradi
May 23 tweet just found the largest position on tonight's Usyk vs Verhoeven fight PendulumExc
May 23 tweet Glory in Giza
May 23 tweet Well, only took 2 more days to get to 30k. This run has been insane. The growth
May 23 tweet This was honestly one of the craziest weeks for me in the market and on X. This OPTXAMPGINFQ +1
May 23 tweet This month has been insane for callouts. We are big green on. $BB $NOK $PENG $KE BBNOKPENG +7
May 23 tweet So excited for Tuesday. $HLIT might fly. Cant be… HLIT
May 23 tweet Interesting one i’m currently looking into. $LA… LA
May 23 tweet I want to give everyone the full breakdown on $HLIT because this is one of the m HLIT
May 23 tweet Everyone is talking about $HLIT from the operator savings angle. Let me give you HLIT
May 23 tweet Peak demand on the largest US grid is climbing fast enough that PJM has asked th
May 23 tweet In 2025, only 2.6 GW of US coal capacity retired out of 8.0 GW scheduled, after
May 23 tweet I’m pretty international! I’m in Japan right now so learning Japanese. Lived in
May 23 tweet I love how pointing out that ideas and market percentage validation. Matter more
May 23 tweet I don't post dollar amounts because they don't matter. What matters is return %. AXTISIVE
May 23 tweet For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker SIVELITEMRVL +1
May 23 tweet 5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from AXTISIVE
May 23 tweet 2 Year Return: 22,561.99% Pretty decent, right anon?
May 23 tweet YouTube:
May 23 tweet To get all my takes without an algorithmic filter, subscribe to my newsletter:
May 23 tweet This has a clinical name. Revenge bedtime procrastination. And the ADHD version
May 23 tweet The CPO of a $131M AI company just confirmed that PMs at AI native companies are
May 23 tweet The Aether mod was released on July 22, 2011. Fifteen years ago. It took a commu
May 23 tweet Major cheat code in life: Notice who apologizes without being caught. Someone wh
May 22 tweet "My heart is not a stone; it cannot be turned." Maybe in another timeline , Deep
May 22 tweet Memory shortage lasting WELL past 2026 everyone.. Again, just wait until you see
May 22 tweet The Tesla + SpaceX merger feels inevitable. Robotics, autonomous vehicles, energ
May 22 tweet The more buttons you insist on clicking, the less money you’re likely to make. M
May 22 tweet The last six weeks don’t even feel real so I’m mentally preparing for a pullback
May 22 tweet What a way to finish an absolutely wild week. Viasat and SES SA Most ppl don't r
May 22 tweet Midterms are about to be interesting.
May 22 tweet Man, today's print in US consumer sentiment is brutal.
May 22 tweet JUST IN: SEC approves Nasdaq Bitcoin index options trading.
May 22 tweet I’m surprised crypto even thought tokenization would go through in the form the
May 22 tweet BREAKING | Iran: no deal is close, nuclear issues off the table for now Iran’s F
May 22 tweet This wave of cross-border brokerage crackdowns has a milder actual impact on Hon
May 22 tweet Now redefining Futu Tiger: a company providing financial trading services to ove
May 22 tweet Gotta liquidate US stocks to come back and support A-shares Pre-market for US st
May 22 tweet Tweet by @realDonaldTrump
May 22 tweet What’s one stock that no one’s talking about yet that you think will skyrocket i NOKBBSHAZ +2
May 22 tweet WHAT A DAY I share EVERYTHING I do for FREE. My thought process, my logic, my ac BB
May 22 tweet If you like making money, and you aren’t following me, why not? I gave you this SHAZ
May 22 tweet $NOW's margins won't get compressed due to inference costs: It's correct for Saa NOW
May 22 tweet If it's not related to AI, the markets don't seem to care? This $NOW sell-off se NOW
May 22 tweet Core Themes: CPU HBM/NAND Burn-in / test Glass core substrates ABF/InP substrate
May 22 tweet Is the NextEra–Dominion merger the beginning of the end for onsite power? NextEr
May 22 tweet The goat cant be stopped @michaelsikand #1 on @joinautopilot
May 22 tweet Long $HLIT at $16 Known about this stock for months from a 9 figure manager in F HLITSIVEMXL
May 22 tweet $FLY is up 50% since May 5. As space sentiment surges around the SpaceX IPO, sti FLY
May 22 tweet Really interesting insights from @qualitateio research into actual buyer data, n SNOW
May 22 tweet If you want to save the world stop….eating almonds?
May 22 tweet I’m going to bet Elon and Bezos know more about data centers and actually buildi
May 22 tweet Your picks are crushing it. Best follow I’ve made on X. Your research and info i
May 22 tweet $BB and $NOK both ripping today. Pretty sure I was the first to connect that nei BBNOKNVDA
May 22 tweet Also wanted to add a point I don't see highlighted enough on $NOK. Nokia is Nsca NOK
May 22 tweet CLAUDE ARTIFACTS ARE THE MOST UNDERRATED FEATURE IN AI RIGHT NOW. - Habit tracke
May 22 tweet Energy investors should want a deal. Let's hope the "imminent deal" headlines ar
May 22 tweet As we get whipped around by tweet, the giant sucking sound continues with the on
May 22 tweet The Market Just Passed A Major Bullish Test Please like and share with fellow gr
May 22 tweet REVERE DAILY MARKET INSIGHT VIDEO (5-22-2026): BY @TedHZhang BREADTH REVIVAL AND
May 22 tweet $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS MEMEAAOIASTS +8
May 22 tweet It’s already happening.
May 22 tweet I have been using poke to run my life and it’s gotten so good. To the degree I d
May 22 tweet Westinghouse wants to build ten AP1000 reactors in the US, and the binding const
May 22 tweet The cells at Inola will run continuously at 940-980°C, drawing 300,000-600,000 a
May 22 tweet At Georges Besse II in Tricastin, thousands of centrifuges spinning at 70,000 rp
May 22 tweet The boys at JPM after one episode of @DumbMoneyTV $SG SG
May 22 tweet Retail investor hive mind = alt data weapon.
May 22 tweet She literally broke down how to run evals in Claude Code (built the whole thing
May 22 tweet Giant pandas are fertile for 24 to 36 hours per year. One day. Out of 365. And 6
May 21 tweet If there’s a lesson to take from this market let it be this: Let your winners ru
May 21 tweet “Why do some RF companies re-rate, while others stay buried?” A SpaceX IPO is a
May 21 tweet Physical AI has many possible applications, but what I found interesting about t
May 21 tweet I’m especially interested in the structural similarity between Marvell’s Inphi a
May 21 tweet Wanted to expand on why David Heard joining the $PENG board matters. Heard was C PENGNOK
May 21 tweet today, Al Nassr need a win against Damac FC to become Saudi champions PART 2 the
May 21 tweet HE FINALLY DID IT! Cristiano Ronaldo scores a free kick for the first time in al
May 21 tweet Boeing pumps nitrogen into every 787 Dreamliner wing. Not for pressure. To preve
May 21 tweet The UAE is building a ~1.4MM Bbl/d, 370km pipeline costing ~$4BN USD, started in
May 21 tweet If the cost of a new 1MM Bbl/d pipeline is Pathways, a $30BN project conceived i
May 21 tweet Thank you guys for all the support and for helping me grow this community to whe
May 21 tweet I really don’t know anything about space but it seems like the people who believ
May 21 tweet Close to a 4x on $BAND now since we highlighted it in our agentic utilities prim BANDHLIT
May 21 tweet Key word: “almost.” Only because most people are still stuck playing by old fund
May 20 tweet WPG Holdings, the semiconductor distribution giant, said 2nd quarter revenue, op
May 20 tweet Aluminum smelting is the most electricity-intensive process in manufacturing. Pr
May 20 tweet Who could have thought China was holding all the cards over humanoid mass produc TSLA
May 19 tweet We flagged this in the January memo
May 19 tweet Wait, what?????? What kind of post training breakthrough did they make?? So the
May 19 tweet Top Google customers are processing over 1B tokens per day. If they shift to Gem
May 19 tweet So Google just cooked everyone on cost & speed Harnessing the full power of mode
May 19 tweet Lol They are scared of CC Wei
May 19 tweet Google built an entire operating system with Gemini 3.5 Flash in 12 hours for le
May 19 tweet FYI someone pinged me about Lumentum at JPM conference where "they basically sai LITENVDA
May 19 tweet Clearly has very low active parameters but a lot more total parameters
May 19 tweet There’s always going to be another trade. When I identify a great setup + narrat
May 19 tweet The Nasdaq went up 30% in 45 days. Yes, after a rally like that it’s completely
May 19 tweet Bull markets gonna bull market ya know.
May 19 tweet Wow! Massive news for Shield AI. Shield > Anduril every day of the week for me.
May 19 tweet Tweet by @Vmaxpax
May 19 tweet Another great piece by Mike, well worth the read. Despite flashy memes by the US
May 19 tweet "The earnings outlook is more dependent on a few stocks than ever before" --BofA
May 19 tweet Retail can’t get enough of semis.
May 19 tweet Nightly email from @dailychartbook again had an update on Goldman's CTA estimate
May 19 tweet Narrow market breadth
May 19 tweet Goldman: S&P 500 implied correlations continue to plumb new decade lows.
May 19 tweet BREAKING: After 7 failed attempts, the US Senate has advanced a measure that wou
May 19 tweet AI pair posting its worst drop since DeepSeek Monday according to GS.
May 19 tweet I took some time to watch the latest interviews with GigaDevice and Eastcore Sem
May 19 tweet Horrible Congressman Thomas Massie put out an old Endorsement, from many years a
May 19 tweet What stocks is everyone buying on this beautiful dip the market is giving us?!
May 19 tweet WHAT A RECOVERY BY $NBIS This is why you don’t panic sell. NBIS
May 19 tweet The same people who were saying $NBIS was going straight to $300 are now freakin NBIS
May 19 tweet $TEL - TE Connectivity TE Connectivity provides a broad portfolio of connectors TEL
May 19 tweet $IREN investors are a very passionate community. Sell me on why I should own $IR IREN
May 19 tweet Investors see $IREN: 1. Acquire a PR company 2. Put a 300k+ follower FinX influe IREN
May 19 tweet I think humanoid robots could become one of the biggest investing themes of the
May 19 tweet SpaceX $SPCX Supply Chain: Some are confirmed suppliers. Most are strongly infer SPCXSTMLIN +2
May 19 tweet Major $OUST catalyst just in: $OUST announce partnership with Fujifilm to develo OUST
May 19 tweet $IQE is playing out as expected. Just so you're aware: - $IQE raised £81M via $M IQEMTSI
May 19 tweet 96% active followers is pretty crazy?! Writing on X has become a fun passion of
May 19 tweet Tweet by @NuttyCLD
May 19 tweet Read our segment by segment valuation of Nokia at $14 that shows why the market
May 19 tweet $OPTX ripped 16.5% today after a bullish ER. My favorite defense stock under $1B OPTX
May 19 tweet Oh captain, my captain. Everyone is talking about $NOK on this dip. No one is ta NOK
May 19 tweet I want to talk about 13F's. Sophisticated investors know the alpha is very weak.
May 19 tweet Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his CLSK
May 19 tweet Does this mean Gemini Omni can create anything from nothing?
May 19 tweet $AMZN IS STUPID CHEAP RIGHT NOW Cheapest valuation in years, fortress balance sh AMZN
May 19 tweet "The next few years at the frontier of LLMs will be especially formative." - Kar
May 19 tweet Enjoyed this content? Follow @KanikaBK for more such updates. I love sharing ins
May 19 tweet Cheapest Niches For Programming 2026! | ├ Frontend Hosting | ├ Cloudflare Pages
May 19 tweet BREAKING: Elon Musk just lost a $100B+ lawsuit against OpenAI. The verdict dropp
May 19 tweet A researcher spent 20 years working on an idea that was mathematically proven de
May 19 tweet A developer on Reddit spent 36 hours watching a single AI-generated prompt execu
May 19 tweet A developer from Russia just built the BRIDGE BETWEEN CLAUDE and POLYMARKET. 100
May 19 tweet [ ZOOMER ] POLYMARKET PARTNERS WITH NASDAQ TO OFFER PREDICTION MARKETS ON PRIVAT
May 19 tweet mooseborzoi is back and this time it's $209K on City winning tonight! biggest po
May 19 tweet monday night PL and of course it's against the team that hasn't lost in 16 games
May 19 tweet gameeee:
May 19 tweet Bournemouth scored 1-0
May 19 tweet be ready to print https://polymarket.com/sports/epl/epl-bou-mac-2026-05-19?via=g
May 19 tweet be in Polymarket Sports telegram and maybe get more $$$
May 19 tweet The chemicals industry first punched a hole in the ozone layer and then fixed it
May 19 tweet What if the Strait does not actually fully open soon? What if the Iranians have
May 19 tweet Stuck in my head this morning from Jeff Currie: "Financial markets price expecta
May 19 tweet I joined Naser ElTibi of Al Arabiya last week to discuss the biggest energy cris
May 19 tweet Tweet by @ConnorJBates_
May 19 tweet $SEDG Breakout retest... Nice RS in Solars $TAN SEDGTAN
May 19 tweet RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM ALABMXLCRDO +7
May 19 tweet Retail... May mot active ever! "Citadel Securities gross retail cash volumes ran
May 19 tweet Record monthly jump in FMS equity allocations.... Source: BofA
May 19 tweet $MU $SNDK $DRAM Holding up great MUSNDKDRAM
May 19 tweet $MTUM $SOXX Both putting in nice reversal candles off the 21-EMA. MTUMSOXX
May 19 tweet GS TMT Mo pair has now pulled back ~17% from its 52wk high.
May 19 tweet $DDOG 5-star multi year base breakout DDOG
May 19 tweet Let me show you the path to $500 billion for $NBIS. And I think it is more reali NBIS
May 19 tweet I take that back. It definitely happened. $MU $SNDK MUSNDK
May 19 tweet I’ll happily be buying the dip today after the dilution. Short term noise for lo EOS
May 19 tweet I gotta be up there with active followers. 92% is insane!!!
May 19 tweet Everyone is focused on $AMPG and the 5G and defense angle. But let me give you t AMPG
May 19 tweet This selloff in rates is closer to the beginning than the end imo.
May 19 tweet The DOE selected 20 projects across 15 states for $52 million to cut energy cost
May 19 tweet I broke down how the US generation mix actually shifts to 2035, and why gas, sol
May 19 tweet Hyundai-Posco Louisiana Steel signed a power deal with Entergy for a $5.8B green
May 19 tweet For the first time on record, US commercial electricity consumption will surpass
May 19 tweet Tweet by @aleabitoreddit
May 19 tweet This is just confirmation on timelines: H2 2026 is the "major redesign of high e SIVEAAPL
May 19 tweet Just some random notes: For glass substrates: "YC…
May 19 tweet $IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities IRENNBIS
May 19 tweet How does Trump forever immune everyone around him from getting a tax audit? Not
May 19 tweet How are so many of these large scamming/impersonator accounts allowed to exist o
May 19 tweet $500m $AAPL supplier likely primary source for the… AAPL
May 19 tweet To get all my takes without an algorithmic filter, subscribe to my newsletter:
May 19 tweet Same tool. Same AI model. Only variable is the prompt. Left is Bolt with "create
May 19 tweet Kit Harington just confirmed that the most expensive character in TV history is
May 19 tweet Karpathy's career moves are the single most accurate map of AI's center of gravi
May 19 tweet Every PM team has a backlog graveyard. Tickets approved 12, 18, 24 months ago th
May 19 tweet Drug development has an 88% failure rate. For every drug that reaches patients,
May 18 tweet Trump saw one red day and said that’s enough, postpone the strike. I love a good
May 18 tweet $MDB MongoDB and Anthropic have a partnership to build advanced Generative AI an MDB
May 18 tweet Controlling the size of losses allows everything else to fall into place. What s
May 18 tweet After a stock makes a big move higher, asking “why is X down?” during a pullback
May 18 tweet Trump reportedly paused additional strikes on Iran partly over Pentagon concerns
May 18 tweet Swedish video report from south Ukraine, depicting new drone carrier/mine layer/
May 18 tweet I thought the $SHMD call today went quite well. The company is now fully complia SHMD
May 18 tweet Excited to share that David Heard has joined our board of directors. As the curr
May 18 tweet Tech Mad Dog Wave Drains Lithium Battery Blood: Real-Time Trading Thoughts on Ca
May 18 tweet $PENG's cracked management is one of the most exciting parts of the stock. PENG
May 18 tweet If you’re going to share your good days, you better share your bad days as well.
May 18 tweet Hard to think of a company that has made more acquisitions in a similar time per ONDS
May 18 tweet A lot of people think @FASTGraphs is just for value investors but as a paying me
May 18 tweet 10 years ago I remember people saying there would never be a $1T company. Now we
May 18 tweet The president of $NOK Network Infrastructure division just joined the board of $ NOKPENGLITE +2
May 18 tweet I added to my $NOK position on this dip. $BB is up nicely today too. $NOK $BB NOKBB
May 18 tweet Full Penguin deep dive. https://asymmetricalbets.substack.com/p/penguin-own-the-
May 18 tweet Full $NOK deep dive. $4 to $15, why Jensen bought 3%, and our three scenarios. h NOK
May 18 tweet This should be a national security level concern
May 18 tweet Great article in @statnews by @damiangarde today covering schism in the biotech
May 18 tweet China builds 120 J-20 stealth fighters a year. Every one needs rhenium-bearing s
May 18 tweet Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this CBRS
May 18 tweet It seems like everything to do with AI rn has an absurdly wide distribution of o
May 18 tweet I honestly think this is what irks me about the newly minted class of “bottlenec
May 18 tweet Everyone repeat after me… “Options on a 13F are reported with notional value as
May 18 tweet Solar now delivers power at $54-82 per MWh in high-irradiance regions without in
May 18 tweet Solar added 64 TWh in the US in 2024, +27% over 2023. It surpassed hydroelectric
May 18 tweet SoftBank is converting a former Sharp LCD factory in Osaka into a 1 GWh/year bat
May 18 tweet Not financial advice. Highly speculative. Your risk tolerance probably isn’t my
May 18 tweet Gold
May 18 tweet Elle about to get introduced to finance X degenerates.
May 18 tweet Also happens to be the current #1 seller at my neighborhood restaurant and the b
May 18 tweet Alpha everywhere. Even lunch. IYKYK.
May 18 article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article SPCXNVDAMSFT +3
May 17 tweet $RDDT - Sixth most visited website in the world - Sam Altman owns 9% - 70% reven RDDT
May 17 tweet $AUR Autonomous driving feels like it might be a big thing doesn’t it? Embodied AUR
May 17 tweet Trump's second best performing position of 2026 is $PENG at +145%. Did the orang PENG
May 17 tweet Full $PENG breakdown in my Substack if you want to understand why it's up 145% a PENG
May 17 tweet After 46 years without building a single primary aluminum smelter, the US is sta
May 17 tweet The Age of Abundance @icedcoffeehour
May 16 tweet Jensen says AI needs 1000x more energy. Musk says solar-powered AI in orbit is t
May 16 discord Frank BOT RoboStrategy conviction-doc — full body (discord) BOT
May 16 tweet Robots are surviving toxic situationships now
May 16 tweet Literally just a taste of what data center discourse during election season will
May 16 tweet Crazy that some of you were there with us back then and are still here now.
May 15 tweet Earnings season arrived right after I published this piece. And the results were
May 15 tweet Leopold’s Q1 13F missed today’s 5:30 PM ET deadline. No filling as of now. EDGAR
May 15 tweet Why is there not a single oil company CEO standing behind the Premier to celebra
May 15 tweet Why I believe this is the most attractive entry point for oil stocks in my caree
May 15 tweet The Grand Ransomhas now been signed: a reduced & deferred carbon tax to $140/t b
May 15 tweet Ninepoint Energy Strategies Weekly Update: what does a MOU between Alberta and t
May 15 tweet Join me at 12ET today on @marketcall. I'll explain why oil stocks represent the
May 15 tweet The pod cell wagies are seething that I beat all of Wall Street to the most impo
May 13 tweet I have been talking about $CSCO for the past two to three months. I may have bee CSCO
May 13 tweet AI servers are not just GPUs. As GPU power delivery changes, the small component
May 12 tweet This piece continues the AI power bottleneck series. The previous article focuse
May 12 tweet The third semis memo is out We talk about power & analog semis, orchestration pl
May 11 tweet Regarding storage, the current question is how long this round of demand can sus
May 9 tweet $RKLB, I picked up a bit at the low the day before yesterday, and scooped up ano RKLB
May 8 tweet Whether it's computing power, storage, or semiconductors, optical communications
May 8 tweet Recently, Goldman Sachs has turned bearish on lithium mines, and many people are
May 7 tweet built a dashboard to track ai related bottlenecks:
May 6 tweet CGEH long-form pitch — third independent source on Capstone vs Bloom data-center-power thesis CGEHBE
May 5 tweet this is a cool hire. does Goldman go down on this?
May 5 tweet Memory scarcity will affect GTA 6 sales "Selling 10 million units (a miraculous
May 5 article RFK Jr peptide-policy news: FDA July 2026 review of peptides for 503A bulk list — HIMS uniquely positioned via Feb 2025 CA peptide-facility acquisition — article HIMSLFMDWW
May 5 tweet The U.S. government now owns roughly 10% of $INTC. That original ~$9 billion inv INTC
May 5 tweet I love selling covered calls. But… Sometimes you get COOKED. Do not sell covered NBIS
May 5 tweet Unpopular opinion. Ryan Cohen isn’t actually a mastermind and $GME is going to f GME
May 5 tweet I respect @APompliano but I disagree. I don’t think Ryan’s track record gives hi
May 5 tweet investingluc 16-handle trader-follow list — search-bar hack methodology — tweet
May 5 tweet I promise you $ASTS will never see $30 bro People who think this stock will ever ASTS
May 5 tweet $100 on the way!!!
May 5 tweet aleabit SIVE victory lap thread — 2027 mass-production thesis with fundamentals divergence — tweet SIVEFAAPLJBL +2
May 5 tweet To get all my takes without an algorithmic filter, subscribe to my newsletter:
May 5 tweet That flame is what's keeping her alive. What you're seeing is acute pig bloat. G
May 5 tweet Mora Leeb is 18. She plays soccer, tells jokes, and gets her nails done. She has
May 4 tweet "MI550** is positioning to challenge Rubin Ultra in 2H27. AMD's 2.5D/3D packagin
May 4 tweet Another chokepoint for China on American AI buildout
May 4 tweet Always touch SiC with caution
May 4 tweet "3nm capacity outside AI-committed allocations is estimated at only around 3,000
May 4 tweet Wow, maybe I wasn’t necessarily wrong on $PINS… Just too early? PINS
May 4 tweet Remember when I wrote this thesis on $CRWD? The stock has since ran from $366 to CRWD
May 4 tweet Nothing feels better than your thesis on a stock playing out… $NBIS TO THE MOON NBIS
May 4 tweet Trade idea: Hana Micron (067310.KQ) at ~1.9B MC: The turnkey partner to Samsung
May 4 tweet $LITE report Q3 earnings tomorrow: Fun fact, over the last 2 years, $LITE has: 1 LITENVDA
May 4 tweet Episil-Precision now up 95% since my original thesis just 4 weeks ago. I'm the o
May 4 tweet Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They SMCINVDA
May 4 tweet Optical test stocks all look good. That's the trap. They get bucketed under the
May 4 tweet THE REAL REASON BEHIND APPLE CHANGED CEOS AND THE TIMING IS NOT A COINCIDENCE. R
May 4 tweet I write Python scripts and automation tooling and use Claude Code as my main ass
May 4 tweet Here is everything you need to get started right now!! Website: https://wozcode.
May 4 tweet GOOGLE SAID ITS AI WATERMARK WAS UNBREAKABLE. An unemployed engineer just broke
May 4 tweet today i recorded a video where i defined my starting point and answered 78 quest
May 4 tweet Questions for your future self:
May 4 tweet happy monday happy new week say hi to our little friends
May 4 tweet Sometimes the best plan is to simply sit on your hands and let the thesis play o
May 4 tweet Even if the Strait fully opened today, the world would still forfeit ~1.5BN barr
May 4 tweet Rough day for most stocks in my portfolio but these few are holding it up. $NBIS NBISDRAMKEEL
May 4 tweet hell yea $NBIS NBIS
May 4 tweet For a long time the best way to get $SK Hynix and Samsung exposure was $EWY. I r SKEWYDRAM
May 4 tweet BANGGGG TAKE ME TO THE PROMISE LAND.
May 4 tweet Yes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $S SIVEGFSAMD
May 4 tweet Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$8 NBIS
May 4 tweet Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for L SIVESIVEF
May 4 article Cambrian Thesis — AI supply chain 2x2 NVDAAVGOMU +17
May 4 tweet The most based ending to a video game I've ever seen has to be The Lost World: J
May 4 tweet Most couples have sex between 10:30 and 11:30pm. Their hormone profile at that h
May 4 tweet Major cheat code in life: Stop announcing what you're going to do. Every time yo
May 3 tweet Tweet by @NuttyCLD
May 3 tweet This post was published in collaboration with @damnang2 and @PhotonCap, two writ
May 3 tweet The best performing thematic basket in our universe since the recent market lows
May 3 tweet CPO supercycle thesis — Sivers / Shunsin / MSSCorps / TSEM — tweet SIVETSEMNVDA +1
May 2 tweet I’m very selective when making long term investments. It’s rare for me to even i INTC
May 2 tweet Polymarket Tools Roundup — @recogard
May 2 tweet This whole series is great! We need to rethink power in the age of AI, and there
May 2 tweet @PhotonCap, @NuttyCLD, and I often meet to discuss the next major theme. We stro
May 2 tweet https://wsj.com/tech/blackberry-qnx-software-cars-bf2a2280?mod=e2tw…
May 2 tweet $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this t BBNOKNVDA +6
May 2 culture Cultural Signal: "GLP-1 distribution telehealth pharmacy compounding"
May 2 podcast Crusoe Chase Lochmiller — AI stack economics — podcast CRWVCORZIREN +7
May 2 podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics CRWVCORZIREN +9
May 2 tweet Facts
May 2 tweet Crusoe / AI Stack Unit Economics — recommendation by @boringbiz_ VRTCEGGEV +3
May 1 article The Next Bloom Energy? — AI Is No Longer Waiting for the Grid BE
May 1 tweet NuttyCLD — "The Next Bloom Energy? - AI is no longer waiting for the grid" BE
May 1 tweet This is one of the most insane runs of the entire cycle. $AAOI up 382% YTD. From AAOI
May 1 tweet $NOK is now inside Anduril's Sentry stack. A year ago this was a dying telecom e NOK
May 1 tweet New phone who dis? $NOK NOK
May 1 tweet US shale production peaked in August 2025 and is down 158,000 Bbl/d from its hig
May 1 tweet The world is weeks away from oil rationing as prices rise: @ericnuttall “The wor
May 1 tweet Taking the message more mainstream today of why the world needs more Canadian en
May 1 tweet It was a privilege to be the final interview guest of Andrew Bell's storied 25 y
May 1 tweet Despite very strong YTD returns, energy stocks are relatively cheaper today than
May 1 tweet Unreal month. Everyone asking for the next trade. Still might be $AMZN AMZN
May 1 tweet My forever lane
May 1 tweet Hope she stepped up when I said it. Sub $200 $AMZN was the moment. AMZN
Apr 30 tweet To better preserve content and to have deeper exchanges with friends who truly a
Apr 30 tweet The market knows that the four giants are burning cash, but have you ever though
Apr 30 tweet Here's a summary of last night's Big Four earnings reports: $GOOGL Cloud grew 63 GOOGLMSFTAMZN
Apr 30 tweet Recycler-condensed version of Gaurab turbine-blade thread with HWM/ATI/GEV tickers slapped on — tweet HWMATIGEV
Apr 30 tweet This is potentially a huge deal for the Canadian oil sector: 550,000 Bbl/d of ne
Apr 30 tweet Crypto traders, time to pivot your skillset? selfishly hope you don’t
Apr 30 tweet Bezos (and ex) planned selling post-earnings weighing on $AMZN? Gift if so AMZN
Apr 30 tweet Always fun talking shop with friends
Apr 29 article Western Withdrawal, Jihadist Expansion: How the Sahel Became Ground Zero for Global Terrorism
Apr 29 article Aligning the U.S. and Canadian Defense Industrial Bases
Apr 29 tweet Single-crystal nickel-superalloy turbine blades — upstream chokepoint above GEV (gas-turbine assembler) — tweet HWMATIGEV
Apr 29 article What to look for in Microsoft’s Q3 earnings report today MSFT
Apr 29 article There can only be one: Chili’s owner Brinker surges, Wingstop crashes following earnings EATWING
Apr 29 article The UAE’s OPEC exit will hit the group in the barrels
Apr 29 article Starbucks beats Q2 estimates, raises 2026 guidance SBUX
Apr 29 article NXP Semiconductors leaps after strong beat and guidance NXPI
Apr 29 article Maryland is set to be the first state to ban dynamic pricing at grocery stores
Apr 29 article Dogecoin and other canine tokens lead the pack as wider crypto market remains flat
Apr 29 article Disk drive duopoly darts higher after Seagate earnings STXWDC
Apr 29 article Booking dives after slashing its guidance as Iran war weighs on its business BKNG
Apr 29 article Avis erases what’s left of its 390% April gain on news that major holder dumped 4.3 million shares CAR
Apr 29 article Analyst: “Strategy has been the single biggest factor” for bitcoin’s recent rally MSTR
Apr 29 tweet You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mit
Apr 29 article Should pharma be swinging bigger with AI? One top researcher wants to try
Apr 29 article MPM has collected three China drugs for its ‘best of both worlds’ strategy
Apr 29 article GSK CEO says team reorg could be in the cards pending upcoming Phase 3 readouts GSK
Apr 29 article Chiesi signs $1.9B deal to acquire KalVista and its approved drug KALV
Apr 29 article AstraZeneca rekindles UK relationship, pledges £300M to expand AZN
Apr 29 article AstraZeneca cuts a couple of late-stage life-cycle trials after disappointing efficacy AZN
Apr 29 article After Apellis deal, Biogen looks to fill early-stage pipeline BIIB
Apr 29 article The Quantum Industrial Base
Apr 28 article The Strange Rise and Fall of Russia’s Crowd Sourced Defense Industry
Apr 28 article The Mountaintop Mirage: Why Xi’s Military Purges Cannot Produce the Force He Wants
Apr 28 reddit United Arab Emirates leaving OPEC, effective May 1
Apr 28 reddit UAE leaving OPEC breaks the cartel (bearish oil short term)
Apr 28 reddit Thanks to $CAR, I finally made gains big enough to share them on WSB. CAR
Apr 28 reddit Should've stayed out 😐
Apr 28 reddit Poet and you know if
Apr 28 reddit OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
Apr 28 reddit My first (real) 1000x
Apr 28 reddit MSFT 230K CAD yolo
Apr 28 reddit Going from a $193K loss to making $100K has really restored my confidence in the market.
Apr 28 reddit For Your Viewing Pleasure
Apr 28 reddit Finally hit 100k!
Apr 28 reddit Damn just got robbed in the HOOD
Apr 28 reddit Daily Discussion Thread for April 28, 2026
Apr 28 reddit Can’t believe I actually sold the top
Apr 28 reddit BP profits more than double, beating expectations as Iran war boosts oil prices
Apr 28 reddit AMD 2x leverage. $162K profit (+116%)
Apr 28 reddit AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
Apr 28 reddit 90k to 361K
Apr 28 reddit Why Nike is still not a Bargain
Apr 28 reddit Is anyone bullish on Microsoft(MSFT) before the earnings?
Apr 28 reddit I analyzed 9,000 insider purchases from SEC filings since Jan 2025 and compared each one to SPY. Here's the full breakdown.
Apr 28 reddit Best long term investments as of right now.
Apr 28 reddit Anthropic Valuation Hits $1 Trillion on Pre-IPO Trading, Up 733% Since October
Apr 28 reddit Spotify Q1 Revenue Rises 8%, Premium Subscribers Inch Up to 293 Million Amid U.S. Price Hikes
Apr 28 reddit Robinhood stock slumps as Q1 earnings miss analyst estimates amid 2026 crypto slump
Apr 28 reddit OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
Apr 28 reddit Meta, Amazon, Microsoft, Google and Apple - which one you think will win?
Apr 28 article “The Devil Wears Prada 2” strutting toward a fresh rating on Rotten Tomatoes
Apr 28 article Stocks fall as the AI trade slumps
Apr 28 article Seagate soars on strong quarterly numbers, guidance far above expectations STX
Apr 28 article Robinhood sinks after Q1 results trail estimates HOOD
Apr 28 article OpenAI’s models are officially coming to Amazon AMZNMSFT
Apr 28 article Enphase drops as guidance and results fail to impress investors ENPH
Apr 28 article Disney is no longer considering spinning off ESPN, reports Business Insider DIS
Apr 28 article “Did 2025 end badly for OpenAI?” is the wrong question. Here are the 2 questions that do matter.
Apr 28 article Bloom Energy surges after reporting huge Q1 revenue beat, big guidance hike BE
Apr 28 tweet According to a source, another reason for the surge in PCB prices is the shortag
Apr 28 archive GLP-1 Cultural Cascade — Vehicle Pivot
Apr 28 article The Economics of the Last 1 cm — Five Companies Standing at the Edge of AI GPU Power AOSL
Apr 28 tweet When you bought 100 shares of USPE in the IPO “I work in private equity”
Apr 28 tweet $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test e AAOIVIAV
Apr 28 reddit UAE ditching OPEC at the beginning of May
Apr 28 reddit OpenAI missed rev/user targets. $ORCL risk? ORCL
Apr 28 reddit My portfolio hits ATH today. But I feel uneasy
Apr 28 reddit China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks
Apr 28 article Updated: AbbVie flirts with popular pan-RAS field in up to $1.45B option to acquire Kestrel ABBV
Apr 28 article The crown for healthcare admin tech is still up for grabs
Apr 28 article Rocket's PRV goes for $180M; Oruka targets $500M offering
Apr 28 article Pfizer delays patent cliff for blockbuster Vyndamax PFE
Apr 28 article Novartis CEO disheartened by Germany’s planned €60B cuts to healthcare spending
Apr 28 article Lilly strikes second partnership this year for recombinase-based gene editing
Apr 28 article Incyte claims double Phase 3 win in vitiligo, will file for approval
Apr 28 article Hikma and Amarin's generic drug case heads to Supreme Court arguments
Apr 28 article Galapagos spinout Coultreon raises $125M for new take on SIK inhibition
Apr 28 article FDA debuts plan to collect real-time clinical trial data
Apr 28 article FDA claims trial 'manipulation' tainted approval of ChemoCentryx drug
Apr 28 article Devoted Health’s 2025 revenue slips in turbulent Medicare Advantage market
Apr 28 article Boehringer, Zealand’s obesity shot looks as good as Novo's Wegovy, but weaker than Lilly's Zepbound
Apr 28 article BeOne Medicines licenses trispecific antibody targeting PD-1, CTLA-4 and VEGF
Apr 28 article Adaptyv Bio reveals latest results in protein design competition
Apr 28 discord If it has less or better side effects or is ingestible inste
Apr 28 discord Even low-dose ozempic totally crushes appetite. I literally
Apr 28 discord FDA approval is expected this year.
Apr 28 discord https://x.com/ChrisCamillo/status/2049237114668167632
Apr 28 discord Lastly, the price to buy LLY has already moved upward quite
Apr 28 discord Larger concern is insurance companies not having the better
Apr 28 discord How long until Eli Lilly finish their trials in Reta? Is thi
Apr 28 discord personal anecdote: my female friends couldn't care less whet
Apr 28 discord Personally, I think the gap in results for the newer GLPs an
Apr 28 discord Especially on employer side, it’s not the employee that gets
Apr 28 discord https://x.com/ChrisCamillo/status/2049167120169349144
Apr 28 discord Is anyone looking into VEEV?
Apr 28 discord $BURU is having a nice day today... lol BURU
Apr 28 discord IPO Calendar this week for major U.S. exchanges: https://sto
Apr 28 discord @Frank @Mike M On the Polariton vs LWLG matter: https://www.
Apr 28 discord @Frank I tried to dig a bit deeper, and it's not 100% clear,
Apr 28 discord It’s very early. They’ve only recognized a few million dolla
Apr 28 discord @Growthstocks5457 does vpg supply figure and apptronik as we
Apr 28 discord @Growthstocks5457 does vpg supply figure and apptronik as we
Apr 28 discord https://x.com/ChrisCamillo/status/2049167120169349144
Apr 28 discord this one is important
Apr 28 discord yes keep it!!
Apr 28 discord https://phynvesting.substack.com/p/part-2-the-turbine-the-ma
Apr 28 discord I talk to Claude about what I see here in this discord but I
Apr 28 discord Just start using ChatGPT
Apr 28 discord https://cdn.discordapp.com/attachments/1051251340195680398/1498762893548720289/IMG_2553.png?ex=69f25737&is=69f105b7&hm=d312848bf9e0edf3d94601b67c22dddb6245023980f4583de6d23757eb829a46&
Apr 28 discord I talk to Claude about what I see here in this discord but I
Apr 28 discord Thanks for the suggestions!
Apr 28 discord All its saying is that CGEH advantage over Bloom is that the
Apr 28 discord saw it had unusual volume today
Apr 28 discord The process works for any business, not just AI or tech
Apr 28 discord https://finance.yahoo.com/sectors/energy/articles/oracle-bor
Apr 28 discord https://www.reuters.com/technology/google-signs-classified-a
Apr 28 discord By the time you are done with this, you can develop a list o
Apr 28 discord thanks highly appreciate it. i also sent you a fr to ask que
Apr 28 discord Yo Dez, Did you find a suitable solution? is it poss to dm y
Apr 28 article Durable Energy Dominance
Apr 28 article No Jensen, Not All Compute is Created Equal
Apr 28 article China-Proofing the American Industrial Base
Apr 27 article The Importance of the Battle of Savo Island
Apr 27 article From Slogan to Standard: How the Pentagon Should Define Affordable Mass
Apr 27 article Confronting the Past and Present, Lessons from Chornobyl
Apr 27 article Beijing’s United Front and the Quiet Transfer of Western Technology
Apr 27 reddit What it's like to be an oil&gas analyst these days
Apr 27 reddit What Are Your Moves Tomorrow, April 28, 2026
Apr 27 reddit Should I hold through earnings?
Apr 27 reddit Regards, may I present: the Fat F*ck Index
Apr 27 reddit $RDDT get in before earnings RDDT
Apr 27 reddit POETry Loss
Apr 27 reddit POET YOLO “fail”, being the top signal, and learning from fellow Regards’ mistakes
Apr 27 reddit POET Puts: 6k --> 45k
Apr 27 reddit POET loss, CFO should be in jail
Apr 27 reddit POET -30% premarket after Marvell cancels Celestial AI purchase orders over alleged confidentiality breach
Apr 27 reddit $POET POET
Apr 27 reddit NVDA + time=
Apr 27 reddit NaNanaanaa, NaNaNaaaNaaaa, Heee Heee yeaaah....
Apr 27 reddit My First Million Dollar Play
Apr 27 reddit Microsoft, OpenAI rewrite partnership to eliminate exclusive model access, change revenue sharing
Apr 27 reddit Market movers since the beginning of the Iran War
Apr 27 reddit locked in 228k sndk gains today
Apr 27 reddit I’m all in
Apr 27 reddit Fuck it. Another $30k on ASTS
Apr 27 reddit Former Google DeepMind researcher's AI startup raises record $1.1 billion seed funding to pursue superintelligence
Apr 27 reddit Dead $POET Society POET
Apr 27 reddit Avis Puts was a good idea
Apr 27 reddit $300k of calls into $SPOT earnings gamble. Music is the future SPOT
Apr 27 reddit 21, unemployed, DoorDashing + Dota 2. Started last year, bought the dip. Roth +47%. Genius or cooked?
Apr 27 reddit When does a “quality company” become a bad investment due to their valuation?
Apr 27 reddit The market is idiotic right now...
Apr 27 reddit Microsoft, Google, Amazon, Meta Issuing $400B Debt as Capex Surges 74%
Apr 27 reddit Looks like Michael Burry browses this sub.. he bought PYPL & ADBE recently
Apr 27 reddit I ran 15 years of SEC filings through a Python script to calculate "True Free Cash Flow" for 1,400 stocks. Here are the SaaS anomalies I found. GENWDAY
Apr 27 reddit Food Inflation Set to Accelerate as Farm Bankruptcies Surge 46% in 2025
Apr 27 reddit Constellation Software: The company that many people said would buy under $2000
Apr 27 reddit Bloom Energy is up 1200% solving the data center power problem. This $300 Million company solves it better.
Apr 27 reddit Anyone else buying into MSFT right now?
Apr 27 reddit Why is the stock market diverging from every other asset (BTC, Treasury Yields, and Metals) today as oil continues to rise?
Apr 27 reddit Why don't more companies split?
Apr 27 reddit Lithium Prices Surging. LAC Can Actually 5-10x
Apr 27 reddit Is American Express (AXP) a buy?
Apr 27 reddit GOOGL Hits $350,The Final Stretch Toward a $5T Valuation
Apr 27 tweet How should the semiconductor sector be played right now? When facing a sector th
Apr 27 reddit Help Remembering Options Website
Apr 27 tweet The CPU is the bottleneck in agentic AI, not the GPU. Up to 90.6% of an AI agent INTC
Apr 27 tweet Check out the full research paper here. "Towards Understanding, Analyzing, and O
Apr 27 reddit What "passive income" or trading strategy is currently ruining the financial lives of people who think they are outsmarting the system?
Apr 27 reddit Shorting American Airlines - Oil Shocks Ahead
Apr 27 article Revolution Medicines threatens to sue Erasca over patent, efficacy claims
Apr 27 article Erasca reports RAS cancer drug data after legal threat from Revolution
Apr 27 discord https://www.youtube.com/watch?v=vLx1S3j5n8Y
Apr 27 discord If you want to start digging into peptides, these videos are
Apr 27 discord Taking control of your healthcare (regardless of whether or
Apr 27 discord https://www.youtube.com/watch?v=vLx1S3j5n8Y
Apr 27 discord @Protectors
Apr 27 discord U.S. Economic Calendar this week: https://www.marketwatch.co
Apr 27 discord "Intellia Therapeutics said its Crispr-based treatment for a
Apr 27 discord "Spotify is increasing its push beyond music and podcasts as
Apr 27 discord Only priced at around 2.5 sales. It’s very early though. Tha
Apr 27 discord Elon must says the hand dexterity is hardest part of robot.
Apr 27 discord Check out $vpg for critical component for humanoids. Ip prot
Apr 27 discord https://cdn.discordapp.com/attachments/1199591817511981166/1498280687810248754/IMG_0274.png?ex=69f29060&is=69f13ee0&hm=37802eb36963d4b08f05081fa1e8a3d12efec3d20a6e63df002f6b594c559a66&
Apr 27 discord Agree , AI super cycle build out .
Apr 27 discord why THIS chan getting deleted? this might be most importand
Apr 27 discord I suppose its not bugging me a lot right now that Claude is
Apr 27 discord I can actually use it instead of getting throttled
Apr 27 discord Oh, ic. I use OpenAI free version for simple things(not to u
Apr 27 discord But I'm not using codex either. Still on road map to try it
Apr 27 discord I suppose its not bugging me a lot right now that Claude is
Apr 27 discord not a speed thing that I'm referring too
Apr 27 discord Codex 5.5 is
Apr 27 discord Nice. How is it compared to Opus 4.7? I use Claude paid vers
Apr 27 discord not, not throttled in performance, throttled in token usage
Apr 27 article DeepSeek V4
Apr 26 reddit What’s the most undervalued 5-10x potential stock in your portfolio right now?
Apr 26 reddit Trump Taps Defense Production Act to Address Grid Equipment, Energy Project Bottlenecks
Apr 26 reddit Snap earnings coming up May 6
Apr 26 reddit ServiceNow (NOW)
Apr 26 reddit Intel Isn’t Done Yet: Analysts Turn INTC Bullish as AI Momentum Builds
Apr 26 reddit Does anyone else find researching stocks genuinely enjoyable?
Apr 26 culture Cultural Signal: "sardines health trend"
Apr 26 reddit Weird SNDK play Idea.
Apr 26 reddit Anyone exclusively playing strangles?
Apr 26 reddit Founder banned 401(k) contributions for young employees. Is there any logic to this?
Apr 26 reddit Any success story’s of people who started investing around there 30’s?
Apr 26 discord https://www.youtube.com/watch?v=5ddXfe6H1a8&t=14s
Apr 26 discord Dumb Money is doing a peptides podcast. Let's front run them HIMSWST
Apr 26 discord LLY
Apr 26 discord hurry, everyone move to china, less traffic for me I left ch
Apr 26 discord @Protectors
Apr 26 discord I can’t get over AMD’s movement, rolled my Palantir gains in
Apr 26 discord My understanding is the software helps people prototype thei
Apr 26 discord so yeah, if you XNDU has big potential then it's TSEM
Apr 26 discord primarily through using PennyLane Xanadus softare operates f
Apr 26 discord https://cdn.discordapp.com/attachments/781207116169740298/1498066912096288808/image.png?ex=69f27208&is=69f12088&hm=4f5a022730a4ffbd808b9212e765bfd9336dc758ab54fcd7f7c158104f974132&
Apr 26 discord anyways, I think I answered your question, but XNDU seems ve
Apr 26 discord so yeah, if you XNDU has big potential then it's TSEM
Apr 26 discord what good is their software if they have no hardware, I'm co
Apr 26 discord My understanding is the software helps people prototype thei
Apr 26 discord Perfect appreciate it
Apr 26 discord something here doesn't add up
Apr 26 discord INOD setting up
Apr 26 discord https://cdn.discordapp.com/attachments/1002607478271393943/1498093460773802106/IMG_1560.png?ex=69f28ac2&is=69f13942&hm=da515727d8c5c3422d99a6351843f2f436de2e0204aef5195d0cc373150b8a2c&
Apr 26 discord Check out $vpg for critical component for humanoids. Ip prot
Apr 26 discord Check out $vpg for critical component for humanoids. Ip prot
Apr 26 discord This the best one don’t delete this
Apr 26 discord Codex 5.5 is
Apr 26 discord Chrome has a built in functionality for agents to control it
Apr 26 discord FYI, for those that missed it, I did a full demo of my autom
Apr 26 discord did you find a browser that is better than others in doing s
Apr 26 discord are you not using APIs for all the data that you collect, ri
Apr 26 discord https://cdn.discordapp.com/attachments/1473347795485196481/1497997800409927741/screenshot20260426at112818AM.jpg?ex=69f231ab&is=69f0e02b&hm=104c7962463ce96518095cff07a34c4430071c498e04534d25a4d4f50b8c6c65&
Apr 26 discord This discord, X, TikTok, Reddit, YouTube, and a few other so
Apr 26 discord https://developer.chrome.com/blog/chrome-devtools-mcp-debug-
Apr 26 discord No, I give my agent access to a browser with dummy accounts
Apr 25 reddit Google literally makes its own CPUs (Axion), not just TPUs. Why is $GOOGL not mooning like Intel/AMD on “CPU for AI” trend? GOOGL
Apr 25 reddit Florida Representative bought 65K worth of Cisco and Florida is one of the fastest Growing datacenter Market.
Apr 25 reddit Is wheeling worth it?
Apr 25 reddit Im interested in deep OTM puts
Apr 25 reddit I can't believe it took me 12 years to figure out my iron condor problem
Apr 25 article The AI Power Crisis — Part 4: The Last Micrometer BESI
Apr 25 reddit To investors who crossed the $1M mark around the age of 40. How’s life?
Apr 25 reddit Big week of earnings coming up!!
Apr 25 article Americans Think The Environment is Getting Worse. The Data Show Otherwise
Apr 25 discord Dumb Money is doing a peptides podcast. Let's front run them HIMSWST
Apr 25 discord The energy situation in China (6-minute video): https://www.
Apr 25 discord The energy situation in China (6-minute video): https://www.
Apr 25 discord https://youtu.be/IuVr8hqWG0o
Apr 25 discord https://x.com/obscicron/status/2047684325156802882
Apr 25 discord Ptolemy my Codex in app agent organizing my Trello cards, lo
Apr 25 discord FYI, for those that missed it, I did a full demo of my autom
Apr 25 discord FYI, for those that missed it, I did a full demo of my autom
Apr 25 discord https://x.com/eng_khairallah1/status/2047693100118880488
Apr 25 discord FYI, for those that missed it, I did a full demo of my autom
Apr 25 discord Kinda can’t really do anything else why it does this, me doi
Apr 25 article To Spite Its Face
Apr 25 article Reading List 04/25/26
Apr 25 tweet Track Record + Method Note — @aleabitoreddit TSEMAEHRNVDA +1
Apr 24 article Presence or Capacity? The Coast Guard Can Have Both Through Small Boat Stations
Apr 24 article Airwaves of Power: Why the Pentagon Should Shift to a Commercial-First Spectrum Model
Apr 24 tweet DeepSeek-V4 launched today, and many people have noticed that DeepSeek V4 has go
Apr 24 reddit Someone has been farming SPX 0DTE options with fake geopolitical headlines all week - receipts here.
Apr 24 reddit Intel LEAPS holders - sell or hold?
Apr 24 article Apple Turnover AAPL
Apr 24 tweet $SOI is up over 300% YTD. Soitec is the foundation wafer under every silicon pho SOI
Apr 24 tweet grid-transformer-shortage-supply-chain-context — tweet GEVETNITRI +2
Apr 24 discord my source for GLP updates https://www.glp1digest.com/
Apr 24 discord ⁠😼meme-stocks⁠
Apr 24 discord How many shares are you holding? I rarely see almost 20k mov
Apr 24 article WarTalk: Out of Ammo + Polymarket
Apr 24 tweet buy-american-grid-mandate-ticker-basket — tweet GEVETNITRI +2
Apr 23 article Why Do Many Western Defense Tech Firms Struggle in Ukraine?
Apr 23 article Seeing the Cyber in Economic Statecraft
Apr 23 article A Formal Defense Pact in the Indo-Pacific Is the Wrong Answer
Apr 23 reddit First major victory of the year
Apr 23 tweet PORTFOLIO UPDATE Total return 175% YTD Return 16% 12 Month Return 94% No day tra
Apr 23 discord I it. Has a chance of working (well cat in hells chance). Th
Apr 23 discord https://x.com/TheGeorgePu/status/2046705634331025855
Apr 23 article Construction Costs Rarely Fall
Apr 23 tweet @CKCapitalxx — 2030 Conviction Book (11 names) ASTSNBISBE +8
Apr 22 article Why Iran Metabolizes the Pressure that Broke Venezuela
Apr 22 article When the Rules Fail: Tax Incentives and Defense Sustainment
Apr 22 article Resilience Without Capacity: The Fatal Flaw in America’s New Cyber Strategy
Apr 22 article Europe Might Sit Out In An Indo-Pacific War — But It Can’t Escape the Fallout
Apr 22 tweet Why I'm extremely bullish on Tesla as a company, but refuse to own $TSLA stock. TSLA
Apr 22 tweet CAN SOMEONE EXPLAIN WHY TESLA DESERVES TO TRADE AT 15x SALES? Revenue growth: 16 TSLA
Apr 22 tweet her: what are you doing tonight me: researching japanese specialty chemicals her
Apr 22 discord @mjoc
Apr 22 discord $AKAN AKAN
Apr 22 discord https://cdn.discordapp.com/attachments/1247179505181790279/1496552100514234460/IMG_7746.jpg?ex=69f23541&is=69f0e3c1&hm=4114d1a5a3b0d7b2fdd0362d7f52b2db5568d3b4f54bb7de5f76b91cc4b63c65&
Apr 22 discord https://x.com/wallstengine/status/2047069064015814808
Apr 22 discord https://www.youtube.com/watch?v=JIArjzI3gas
Apr 22 discord anyone looking at ServiceNow $NOW? even though its already u NOW
Apr 22 discord anyone looking at ServiceNow $NOW? even though its already u NOW
Apr 22 discord https://x.com/TheGeorgePu/status/2046705634331025855
Apr 22 article Sore Thumb
Apr 22 article All In On Fusion
Apr 21 article What the War Against Iran Means for the U.S.-South Korean Alliance
Apr 21 article The United States Is Repeating Its Silicon Mistake with Gallium Nitride
Apr 21 article I’m Sorry, Dave. I’m Afraid I Can’t De-escalate: On (AI) Wargaming and Nuclear War
Apr 21 article How the War in Iran Is Affecting Its Northern and Eastern Neighbors
Apr 21 discord $SKM - SK Telecom Conviction Doc: Anthropic Value Not Fully SKM
Apr 21 discord https://www.wired.com/story/a-humanoid-robot-set-a-half-mara
Apr 21 discord i think earnings tomorrow are gonna be great
Apr 21 discord anyone looking at ServiceNow $NOW? even though its already u NOW
Apr 21 discord revenue 20% YOY growth
Apr 21 discord https://x.com/pedroh96/status/2046605307372093932
Apr 21 discord I got ULTRA blocked / rate limited on Claude Desktop just no
Apr 21 article Quantum 101
Apr 21 article Notes on Jensen v Dwarkesh
Apr 20 article When Identity Means Everything
Apr 20 article The F-35 Is a Masterpiece Built for the Wrong War
Apr 20 article Iran and the Indispensable Broker: How Pakistan Outmaneuvers India on the World Stage
Apr 20 discord $PBM? PBM
Apr 20 discord https://cdn.discordapp.com/attachments/1247179505181790279/1495811327225102386/IMG_7700.png?ex=69f2265b&is=69f0d4db&hm=f6f3a49a2c6b9c1da3e8add5500e1be2a4e092b9d08bb1fccf0f23ce03c0d1a1&
Apr 20 discord $IBRX and $RXRX ? IBRXRXRX
Apr 20 discord $CNMD halt CNMD
Apr 20 discord https://cdn.discordapp.com/attachments/762730499881172993/1495748435423399966/image0.jpg?ex=69f1ebc8&is=69f09a48&hm=f3ccc0cf7039084368cc0c7b091d8f28ccd9e1782813c4d348a69dc1f76745ee&
Apr 20 discord oh. shared above by leon but stocks like compass pathways up
Apr 20 article Fixing the GaN Problem
Apr 19 article The AI Power Crisis — Part 3: The Last Few Centimeters MPS
Apr 19 discord another question: Chris has talked about covering his calls/
Apr 19 discord @Mike M, Interesting read ... "Morgan Stanley research repor
Apr 19 discord @Mike M, Interesting read ... "Morgan Stanley research repor
Apr 19 article Not Another Dev Tool
Apr 18 article The Price of Darkness: A First Look at Blackout Economics
Apr 18 discord https://cdn.discordapp.com/attachments/1002607478271393943/1495066957819674758/HGISaGZWUAA1DLo.png?ex=69f2141b&is=69f0c29b&hm=6bc2686cec0032af5df39f05750bc637ac203db00c8a80e01e2d1dd4fd358e3d&
Apr 18 discord https://cdn.discordapp.com/attachments/1002607478271393943/1495159640202285287/HGH4i6Ja8AAZs55.png?ex=69f26a6c&is=69f118ec&hm=c79cea5082b65f74a0c96dbbeb5570bec35c2ee7e0953cb6b641538c71039fdd&
Apr 18 discord Joe Rogan talks Ibogaine in White House with Trump https://x
Apr 18 discord Joe Rogan talks Ibogaine in White House with Trump https://x
Apr 18 article Backwards Looking
Apr 18 article Reading List 04/18/2026
Apr 17 article Winning in the Donbas: What Russia’s 2014–2015 Campaign Reveals About Modern War
Apr 17 article How to Counter the Houthis Without Strengthening Them
Apr 17 article Ceasefires and Communications
Apr 17 article The AI Power Crisis — Part 2: The Rack Becomes the New Grid SICC
Apr 17 article Defying the Surveys
Apr 17 discord https://endpoints.news/openai-launches-biopharma-focused-ai-
Apr 17 discord Just finished my full Oscar Health (OSCR) conviction doc aft
Apr 17 discord Please use the Google document to post your conviction docum
Apr 17 discord My dad asked me to help market his online education project
Apr 17 discord https://endpoints.news/openai-launches-biopharma-focused-ai-
Apr 17 discord https://www.longcovidtreatmenteducation.com/
Apr 17 discord say u double it for machine learning team, another 1500 for
Apr 17 discord Bullish
Apr 17 discord https://x.com/polymarket/status/2045231304212435295?s=46&t=u
Apr 17 discord i mean between fb, ig, and wechat, 500 engineers, 1000 suppo
Apr 17 article Clinical Trial Abundance, Made in China
Apr 16 article The End of Managed Escalation in the Gulf
Apr 16 article Rethinking Security Cooperation in the Age of Commercial Tech
Apr 16 article Operationalizing Economic Statecraft: A New Imperative for the Pentagon
Apr 16 article Anthropic’s Nuclear Bomb
Apr 16 article A Fragile Ceasefire with Iran and the Price of Ending the War
Apr 16 expert Theo's Silver Thesis — Gold:Silver Ratio + Industrial Demand SLVGLDGDX +1
Apr 16 expert Theo Loveday — Oil-to-Commodities Rotation Thesis FCXTECKCOPX
Apr 16 expert Theo Loveday — China Tech Rebound Signal KWEBFXI
Apr 16 discord https://www.npr.org/2026/04/15/nx-s1-5732900/spotty-insuranc
Apr 16 discord https://vinnews.com/2026/04/15/why-many-americans-are-turnin
Apr 16 discord or ⁠🧬genomics last post was feb
Apr 16 discord we're deleting this channel?! with all the AI and robotics,
Apr 16 discord https://youtu.be/FQhoQ4bRbe8?si=lqCCNE1zFvAXAHGs
Apr 16 discord i'd rather see ⁠🏠real-estate deleted. can't remember the la
Apr 16 discord https://x.com/wallstengine/status/2044814551372460208?s=46&t
Apr 16 article Flashing Orange
Apr 16 article Should the US Buy from CXMT?
Apr 15 article Why Booz Allen is Partnering With One of the World’s Most Important VC Firms
Apr 15 article The Demise of Strategic Planning in Israel
Apr 15 article Silent Killers, Not Signals: Why States Use Poison in Assassinations
Apr 15 article Examining the Cracks and the Cement in the Sino-Russian Relationship
Apr 15 article Bonus In Brief: Choke Point: The Risks and Realities of America’s Iran Blockade
Apr 15 discord with that said, always good to be pro active in profit takin
Apr 15 discord You got to ask yourself what kind of trader you want to be.
Apr 15 discord Meme Stock Risks (from Google for ya all) -High Financial Ri
Apr 15 discord $BIRD BIRD
Apr 15 discord Uhh you mean $6.68
Apr 15 discord Nanya Technology. #4 biggest DRAM Producer. Easy ride on the
Apr 15 discord 's:
Apr 15 article How Ukraine Scaled to Millions of Drones
Apr 15 archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI APLDAVGOBE +25
Apr 14 article The Bromine Chokepoint: How Strife in the Middle East Could Halt Production of the World’s Memory Chips
Apr 14 article Tactical Success, Strategic Failure? Washington Walks the Path to Defeat in Iran
Apr 14 article Strategy Without Hubris: How China Rose by Managing America’s Reaction
Apr 14 article Hungary Turns a New Page
Apr 14 archive US Energy Dominance (Blockade as Leverage) ATH.TOBTE.TOCOP +6
Apr 14 discord I believe a lot of the time analyst ratings provide a good r
Apr 14 discord Anyone have a proper methodology for exiting a trade? I know
Apr 14 discord Example being BE today many upgrades.
Apr 14 discord Anyone have a proper methodology for exiting a trade? I know
Apr 14 discord Got you so it won’t really move upwards till another catalys
Apr 14 discord For me this has been the hardest
Apr 14 discord Discord Scrape: #conviction-doc BUD
Apr 14 discord I found a peptide company based out of Switzerland that trad BCHMY
Apr 14 article Data Hacks and the US-China AI Race
Apr 14 article Claude Mythos: China Reacts
Apr 14 tweet AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology — tweet AAOIAXTIOPTX +12
Apr 14 tweet Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play BECRWVLITE +6
Apr 13 article Regime Change in Iran, Underpants Gnomes, and the Phase II Problem
Apr 13 article Can a New Bridge Finally Save the Pentagon’s Best Ideas?
Apr 13 article Bankova, Budapest, and Bunnies
Apr 13 article A Closed Strait of Hormuz Risks a Global Food Security Crisis
Apr 13 archive Perspective: US Energy Dominance (Blockade as Leverage) ATH.TOCOPCVX +7
Apr 13 tweet Hormuz Blockade Twitter Signals
Apr 13 article Oil Prices Remain High Despite Iran Ceasefire
Apr 13 article Oil Approaches a Scary New Deadline: Nonlinear Pricing
Apr 13 tweet Photonics value chain TODAY vs FUTURE — TSEM/SOI/ALMU/LPKF — tweet TSEMSOI.PAALMU +2
Apr 13 tweet Kawzinvests Hormuz Lasr Blockade LASREOPSF
Apr 13 discord IDYA https://ir.ideayabio.com/2026-04-13-IDEAYA-Biosciences-
Apr 13 article Geopolitical Mutagenesis
Apr 13 tweet The Three Camps — Hormuz Divergence Signals GLDGDXUSO
Apr 13 article Mythos and National Power
Apr 12 article NDK (6779.T) — The Timing Layer of 1.6T and F-35 NDK
Apr 12 article Hyperlight: Leading The TFLN Optical Revolution LITECOHRAVGO +1
Apr 12 archive AI Optical Supercycle ALABAXTICIEN +12
Apr 12 tweet @KawzInvests: OPTX — Polymer Optics Monopoly OPTX
Apr 12 tweet @KawzInvests: Strait of Hormuz Blockade + Directed Energy Weapons LASREOPSFCF +5
Apr 12 archive Gulf Infrastructure Strike Scenario EOS.AX
Apr 12 tweet GLP-1 Protein Cultural Signals BRBRLLYNVO +1
Apr 12 archive Food Security Cascade ADMCFCTVA +4
Apr 12 discord any interesting news on this side?
Apr 12 discord any interesting news on this side?
Apr 12 article Notes from Ian Toll's Masterpiece on the Early US Navy, 'Six Frigates'
Apr 11 tweet Autoquant: Distributed Agent Quant Research Lab — @varun_mathur
Apr 11 tweet Social Search: "$SNOW snowflake" SNOW
Apr 11 tweet LITE: InP Factory Acquisition + 2028 Capacity Sellout — @RichTerry123 LITENVDACOHR +1
Apr 11 archive The Protein Economy BRBR
Apr 11 tweet Perplexity Deep Analysis Prompt for Semiconductor Stocks — @pepemoonboy
Apr 11 tweet SNOW Valuation Risk — Revenue Doubled, Stock Still Down — @LiebermanAustin SNOW
Apr 11 tweet 12 Free Python Libraries for Market Data — @KanikaBK
Apr 11 tweet @gusik4ever (wincy.eth) — Profile & Top Tweets
Apr 11 tweet Fastest Growing Finance GitHub Repos This Week — @gusik4ever
Apr 11 tweet Follows Roundup AAOIAEHRAMKR +28
Apr 11 article Why Energy Efficiency Won't Save You Money in a "Green Energy" World
Apr 11 tweet investment community — #🦀agentic-ai Channel IQEAXTILITE +2
Apr 11 article Reading List 04/11/2026
Apr 11 tweet AMZN Conviction Before Consensus — @ChrisCamillo AMZN
Apr 11 tweet Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit AXTIAAOISIVE +11
Apr 10 article The Future Soldier Loadout: Smarter Gear or Dead Weight?
Apr 10 article Iran’s Other Front: The War Over the Internet
Apr 10 article Disperse to Survive: The Logic of French Forward Deterrence
Apr 10 archive War Ends Playbook — Updated April 10, 2026 IBM
Apr 10 tweet AI Chip Picks & Shovels Portfolio — @pepemoonboy AMKRPLABCLS +3
Apr 10 tweet YTD returns crossed over 500% today. Despite significant macro sell off due to I
Apr 10 tweet @ParadisLabs — 500%+ YTD Performance Post LITECOHRAAOI +6
Apr 10 article Shuffling Risk
Apr 10 tweet LITE: The EML Laser Bottleneck for AI Data Centers — @KawzInvests LITENVDA
Apr 10 archive The War Perspective AMZNBTC-USDCOPX +9
Apr 10 archive Gulf Infrastructure Strike Scenario
Apr 10 archive The Gold Recovery
Apr 10 discord $EOS.AX/$EOPSF – Electro Optic Systems Conviction Doc: The F EOPSFEOS.AX
Apr 10 discord i wouldnt be suprised if they annouce another hospital syste
Apr 10 discord $MBOT up 8% going into SIR this weekend, the insiders alread MBOT
Apr 10 archive Crypto-Geopolitics Correlation
Apr 10 article WarTalk: Who Won the War?
Apr 9 article What is Strategic Rivalry? Why Should We Care?
Apr 9 article Update from the Battlefield: Drones, Distance, and Diminishing Returns for Russia
Apr 9 article Iran’s Asymmetric Counterair Campaign: Attacking the U.S. Air Force’s Nests and Eggs
Apr 9 article Price Discovery
Apr 9 article Helium Is Hard to Replace
Apr 9 article China’s AI Companies Are Going Closed Source
Apr 9 tweet @aleabitoreddit — 30 random US stocks I like today and why INTCMRVLTSM +31
Apr 8 article The Campaign Ends at the Breach: Lessons from Ukraine on Why Armies Fail
Apr 8 article How This Precision Weapon Reengineered Modern War
Apr 8 article How NATO’s Air Defense Future Is Unfolding
Apr 8 article How Much Compute Does China Have? A Demand-Side Analysis
Apr 7 article The Iran War’s Widening Impacts in the Middle East and North Africa
Apr 7 article The Hidden System Turning Chinese Tech Companies into Military Suppliers
Apr 7 article Iran’s Anti-Access and Area Denial Strategy Is Cruder Than China’s But Still Dangerous
Apr 7 article Closing the Air and Missile Defense Gap in the Indo-Pacific
Apr 6 article The Age of Unlearning: How Democracies Lost Their Grip on Strategic Time
Apr 6 article Sharpening Signals and Reducing Noise for Better Defense Budgets
Apr 6 article Reopening the Strait of Hormuz & Saving Downed Pilots
Apr 6 article Are Perceptions the Reality?
Apr 6 expert Theo Loveday — Iran Retaliation Thesis
Apr 6 archive Gulf Infrastructure Strike Scenario APDEPDEWJ +13
Apr 6 discord Thoughts on BANB.SW? Bachem is a company focused on manufact
Apr 6 discord Thoughts on $aiml? 510l application in with the FDA. Though
Apr 6 article Axis & Allies
Apr 5 discord Apple and Amazon producing films, and Elon posting AI movie
Apr 4 article Big Solar Comes for My Home County
Apr 4 article Reading List 04/04/2026
Apr 3 article The Limits of Trump’s Regime Capture Strategy from Venezuela to Cuba
Apr 3 article How the War with Iran Ends
Apr 3 archive War Ends Playbook — Updated April 6, 2026 AMZNCOPCOPX +20
Apr 3 archive The War Perspective — April 3, 2026 (Updated) BTC-USDCOPCVX +9
Apr 3 archive The Gold Recovery — April 3, 2026 (Updated) GDXGLDSIL +1
Apr 3 archive Crypto-Geopolitics Correlation — April 3, 2026 (Updated) GLDIBITMSTR
Apr 2 article The Iran War and the Energy Lesson We Failed to Learn
Apr 2 article The Global Ripple Effect of the War in Iran
Apr 2 article From Filament to Firepower: 3D Printing’s Impact on Warfare
Apr 2 article A 250-Year Arsenal of Innovation: A Call for Articles on American Defense Technologies
Apr 2 discord Nothing
Apr 2 article Information and Technological Evolution
Apr 1 article The Most Important Deterrent That NATO Needs Is Creativity
Apr 1 article The Folly of Seizing Kharg Island
Apr 1 article The Arsenal as the Battlefield: The War on Iran and the Return of Counter-Industrial Targeting
Apr 1 article From Theory to Reality: Evaluating the U.S.-Ukrainian Minerals Deal
Apr 1 article China’s AI Is Spreading Fast. Here’s How to Stop the Security Risks
Apr 1 discord interesting
Apr 1 discord By very popular demand, here is my detailed research on the
Apr 1 discord https://www.aboutamazon.com/news/amazon-leo/amazon-leo-delta
Apr 1 article Days in the Sun
Mar 31 article The U.S. Military Risks Letting Contractors Define How It Sees the Battlefield
Mar 31 article The Trump Administration Had No Plan for the War with Iran
Mar 31 article The Cost of Hesitation: Why “Finishing the Mission” is Imperative in Iran
Mar 31 article Holding Water Hostage
Mar 31 archive War Ends Playbook — Updated March 31, 2026 COPXGDXGE +12
Mar 31 article NEW POD! The Race to Secure a Bank Charter with Adam Shapiro of Klaros Group
Mar 31 archive The War Perspective — March 31, 2026 (Updated) COPCVXDVN +8
Mar 31 tweet EARLY ACCESS TO POLYMARKET US APP Polymarket is rolling out access in the US, bu
Mar 31 archive The Gold Recovery — March 31, 2026 (Updated) GDXGLDSLV
Mar 31 discord Nice. It looks pretty legit.
Mar 31 discord I do think it’s prob a decent buy at current levels…digging
Mar 31 discord got to make it simpler and more seamless for that first step
Mar 31 discord ok true that makes sense and is a legit problem i agree
Mar 31 discord would you be able to DM me the discord link?
Mar 31 discord huge miss though $51 million EBITA loss
Mar 31 discord tried to join your discord after scanning your twitter…idk w
Mar 31 discord cool - time to buy some at $3.90 (edited)Tuesday, March 31,
Mar 31 discord Ari shaffir one of Joe Rogan's friends smoked it on the podc
Mar 31 archive Cyber Geopolitical Thesis — March 31, 2026 (Final Update Before Resolution) AKAMCRWDFTNT +3
Mar 31 archive Crypto-Geopolitics Correlation — March 31, 2026 (Updated) GLDIBITMSTR
Mar 30 article The Importance of the Raid of Nassau
Mar 30 article Successes and Setbacks
Mar 30 article Putin Is Not Trapped: Why Regime Survival Does Not Depend on Victory
Mar 30 article Every Soldier a Software Builder: Governing the Army’s New Digital Workforce
Mar 30 article The AI Power Crisis — Part 1: Two Languages of Electricity
Mar 30 discord I've seen stories of people, you smoke DMT, you are gone for
Mar 30 discord I defs will at some point, I've taken the Heroic Dose of Shr
Mar 30 discord Ari shaffir one of Joe Rogan's friends smoked it on the podc
Mar 29 article Punish Russia for Helping Iran Target the U.S. Military
Mar 29 discord Ticker DAR: pick and shovel idea from the idea of how gummie
Mar 29 discord Ticker DAR: pick and shovel idea from the idea of how gummie
Mar 28 article 9 Takeaways from the JP Morgan Chase Energy Study You Won't Want to Miss
Mar 28 article After Hormuz
Mar 28 article Reading List 03/28/26
Mar 27 article The Pentagon Wants Dual-Use Innovation. Patent Law Might Punish It.
Mar 27 article Hellscape Taiwan: A Porcupine Defense in the Drone Age
Mar 27 article Revolut Unbound
Mar 27 discord Anyone intresting in $META at these levels? META
Mar 27 article Rearguard Action
Mar 27 article The Age of the Amplifier
Mar 26 article How South Korea Can Bring Iron to the Strait of Hormuz
Mar 26 article A Torpedo in the Trade Lanes: Naval Warfare Returns to the Indo-Pacific
Mar 26 article 10 Ukrainians Humbled Two NATO Battalions. When Will NATO Wake Up?
Mar 26 archive War Ends Playbook — What Happens When Oil Drops to $70-80? ADBECOPCOPX +23
Mar 26 archive The War Perspective — March 26, 2026 (Updated) COPCVXEOG +5
Mar 26 archive The Gold Crash Anomaly — March 26, 2026 (Updated) GDXGLDSLV +1
Mar 26 discord Nothing
Mar 26 discord its gonna keep going up leading to the SIR conference in Apr
Mar 26 discord i looked more into it, and the dilution risk only really com
Mar 26 discord Anyone intresting in $META at these levels? META
Mar 26 archive Cyber Geopolitical Thesis — March 26, 2026 (Updated) AKAMCRWDFTNT +3
Mar 26 archive Crypto-Geopolitics Correlation — March 26, 2026 (Updated) GLDIBIT
Mar 25 article Your Defense Code Is Already AI-Generated. Now What?
Mar 25 article Proxy Pressure on Iran: The Promise and Pitfalls of Arming the Kurds
Mar 25 article How Are Iran’s Partnerships with Belarus and Russia Holding Up During War?
Mar 25 article Follow the Money: Finance and the Future of Allied Economic Statecraft
Mar 25 article Five Wargames Every Force Design Process Needs
Mar 25 discord I've been looking at the world through $100 plus oil prices
Mar 25 article House of Pain
Mar 24 article War as a Force of Destruction, Change, and Opportunity
Mar 24 article The War in Iran and Implications for the Nuclear Non-Proliferation Regime
Mar 24 article The Next Transformation of U.S. Shipbuilding
Mar 24 article Converting History into Hard Power: A Polish-German Reckoning
Mar 24 archive The War Perspective — March 24, 2026 (Updated) COPCVXDVN +4
Mar 24 archive The Gold Crash Anomaly DUSTGDXGLD +2
Mar 24 discord I've been looking at the world through $100 plus oil prices
Mar 24 discord What a great conversation!
Mar 24 podcast Dumb Money Live — End of War Trades COPXJETSUAE +10
Mar 24 archive Cyber Geopolitical Thesis — March 24, 2026 (Updated) AKAMCRWDFTNT +3
Mar 24 archive Crypto-Geopolitics Correlation — March 24, 2026 (Updated) GLD
Mar 23 article Trump’s Visit to China Won’t Fix Much, If It Even Happens
Mar 23 article The Battlefield is the Next Betting Market
Mar 23 discord apparently the weight loss drugs are available in pill form
Mar 23 discord Again, speaking from experience
Mar 23 discord And you will learn. If you break your rules that you’re a fu
Mar 23 discord Every year i choose to work on one thing, years ago I worked
Mar 23 discord I guess i just need to hope ill get used to it Im having ton
Mar 23 discord How’d you do that?
Mar 23 discord But imagine you make 300%-500% in your portfolio and you are
Mar 23 discord But imagine you make 300%-500% in your portfolio and you are
Mar 23 discord Sounds crazy but you have to accept your 100% you were sayin
Mar 23 discord Sounds crazy but you have to accept your 100% you were sayin
Mar 23 discord I started making an actual list last week so I could go over
Mar 23 discord Is that what happened to you?
Mar 23 discord For example, I scale out at pre determined price targets for
Mar 23 discord I guess i just need to hope ill get used to it Im having ton
Mar 23 discord Super interesting, Did you make an actual list of your rules
Mar 21 article Xcel Energy's Green Advocacy Backfires, Beautifully
Mar 21 article Island Hopping
Mar 21 article Reading List 03/21/26
Mar 20 article What It Was Like to Be Under Incoming Fire from the War on Terror to Today
Mar 20 article Conflict and Consequences
Mar 20 article The Underwriters of Hormuz
Mar 20 tweet We spent $15,000 on billboards targeting one person: the guy controlling all the
Mar 19 article Project Turtle
Mar 19 article How Much Computing Power is in a Data Center?
Mar 18 discord https://finance.yahoo.com/news/stock-market-today-march-17-2
Mar 17 article 🎙️ Market Intelligence in the Age of AI: An Interview with Morningstar CEO, Kunal Kapoor
Mar 16 discord What is the moat in your opinion
Mar 16 article Drilling Laterally
Mar 14 article Solar Scattered, Coal Still Standing
Mar 14 discord Here is a conviction doc on APD, It is about the future of t
Mar 14 article Reading List 03/14/26
Mar 13 archive The War Perspective AMDASMLBA +22
Mar 13 article Redemption Day
Mar 13 article Digital Fog
Mar 13 archive The Cyber War Nobody's Pricing In: Why AI + Geopolitics = Cybersecurity's Moment BUGCRWDHACK +1
Mar 13 archive Crypto × Geopolitics: Why They Still Move Together (When They "Shouldn't")
Mar 12 archive Oil at $200? The Strait of Hormuz Crisis and What It Means for Everything BNOOIHUSO +2
Mar 12 discord What is the moat in your opinion
Mar 12 article The Elusive Cost Savings of the Prefabricated Home
Mar 11 discord Thoughts on $orcl
Mar 10 article 90% of the Law
Mar 9 discord This is a doc I have been working on for almost two weeks, t
Mar 9 discord https://x.com/valeagentt/status/2031056286628958482?s=20
Mar 8 discord https://fxtwitter.com/joshkale/status/2030293820718436463?s=
Mar 8 discord I'll help the first 15 people interested on how to start ear
Mar 8 discord Thoughts on $orcl
Mar 7 article Disappearing Wind and Solar Cost Texans $766 Million Extra in 17 Hours
Mar 7 article Reading List 03/07/2026
Mar 6 article Learning from Lloyd
Mar 6 discord Here is a conviction doc on how the current geopolitical sit
Mar 6 discord Thoughts on $orcl
Mar 6 article No Laffan Matter
Mar 6 article A History of Operation Breakthrough
Mar 5 article Taiwan's Modern Miracle TSM
Mar 4 tweet drone-economy-supply-chain-thesis — tweet ONDSDRSHFAVAV +5
Mar 3 article 🎙️ How Credit Markets Shaped a Nation: An Interview with Sarah Quinn
Mar 3 article Duration Risk
Mar 2 tweet Tweet by @realDonaldTrump
Mar 1 article War Dashboard
Feb 28 tweet Tweet by @realDonaldTrump
Feb 28 article How *Not* To Do A Grid Reliability Study
Feb 28 article Reading List 02/28/26
Feb 27 article Two Tribes
Feb 26 tweet Tweet by @kawzinvests
Feb 25 discord https://international.nubank.com.br/company/nu-holdings-ltd-
Feb 24 discord yeah reddits been pumping it like crazy, but from some of th
Feb 23 tweet My most controversial AI investing take yet. Link in comments.
Feb 23 tweet This is S tier research I put out for free! Appreciate the shoutout from technic EWY
Feb 21 article How Obama is Increasing Your Electric Bill
Feb 21 article Reading List 02/21/26
Feb 21 article The Supreme Court Ruled Against Trump's Tariffs. Now What?
Feb 20 article AI and I
Feb 20 discord if it goes back down to $3.50 or so i may look into some 9-1
Feb 20 discord i follow it. Rddt unfortunately turned it into a bit of pump
Feb 20 discord i had shares at like $1.75 but sold them wayyyy too early
Feb 19 article Is the Future “AWS for Everything”?
Feb 18 discord are any of yall watching SLS?
Feb 18 discord i see it all the time on reddit that its gonna explode any m
Feb 17 article 🎙️ Trends in US Banking: An Interview with John McDonald & Brian Foran
Feb 17 discord https://www.youtube.com/live/11vAq_Kfj1o?si=FywW6kPeO-CFPSzc
Feb 15 discord https://www.reuters.com/business/finance/visa-only-games-hig
Feb 15 discord https://www.ft.com/content/62b8713f-cd72-4838-b8ac-708b91b28
Feb 14 article Solar's Land Use Problem Is Much Worse Than You Think
Feb 14 article Reading list 02/14/26
Feb 13 article The Ackman Complex
Feb 12 discord Anyone still looking at $ANTX? Thanks ANTX
Feb 12 article Trends in US Construction Productivity
Feb 11 tweet Highlights from my testimony to the House of Commons’ Standing Committee on Natu
Feb 10 article America's $1T AI Gamble
Feb 7 article NERC: Half of America At A High Risk of Blackouts
Feb 7 discord Anyone in this community in science/healthcare? Im a CLS. I
Feb 7 discord Anyone in this community in science/healthcare? Im a CLS. I
Feb 6 article Excel Forever
Feb 3 article 🎙️ Measuring Private Equity Returns: An Interview with Ludovic Phalippou
Feb 3 discord I was interested in if the results are legitimate I was thin
Feb 2 tweet On behalf of Erin and me, thank you to everyone for the love and support we've r
Jan 31 article The Renewable IN-FERN-O
Jan 30 article Secondaries Rising
Jan 27 tweet People always ask me why I made my X handle pepemoonboy. So here’s the story… Ba PEPE
Jan 24 article The Energy Affordability Bait and Switch
Jan 23 article The Last Active Manager
Jan 20 article 🎙️ The Tragedy of the Commons in Passive: An Interview with Michael Green
Jan 20 article The Economic Legacy of DOGE
Jan 17 article ISO-New England: Electrocute Everything
Jan 16 article Trump Cards
Jan 11 article The 'No Hire' Economy
Jan 10 article Watt, Me Worry? Record-Setting "Capacity" Can't Keep the Lights On
Jan 6 article America is Losing Blue Collar Jobs
Dec 27 '25 article Visualizing 2026
Dec 20 '25 article If Democrat Policies Make Energy So Affordable, Why Are They Backtracking From Them?
Dec 13 '25 article Blue States, High Rates
Dec 6 '25 article Shocking Betrayal: Why Progressives are Ditching Climate Laws and Dooming the Planet
Dec 2 '25 article America is Flying Blind on Immigration
Nov 26 '25 tweet I recommend everyone read Nassim Taleb's *Antifragile*. There's a line in it tha
Oct 19 '25 article California Keeps Losing Tech Jobs
Oct 8 '25 tweet Self-recommending!
Oct 8 '25 tweet Driving around (where else?) SF dropping off some special packages . Favorite st
Oct 5 '25 article The Tariff Exemption Behind the AI Boom
Sep 27 '25 tweet What My X Account Provides 1. Stock setups I’m watching and trading. 2. Frequent
Sep 16 '25 article xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
Sep 10 '25 article Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack NVDA
Sep 8 '25 article Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck TSM
Sep 3 '25 article Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion AMZNMSFT
Aug 20 '25 article H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time NVDA
Aug 13 '25 article GPT-5 Set the Stage for Ad Monetization and the SuperApp
Aug 12 '25 reddit Analysis of IREN - An undervalue company (for now) IREN
Aug 12 '25 article Scaling the Memory Wall: The Rise and Roadmap of HBM
Aug 12 '25 tweet Tweet by @leopoldasch
Jul 30 '25 article Robotics Levels of Autonomy
Jul 21 '25 article Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More INTC
Jul 11 '25 article Meta Superintelligence – Leadership Compute, Talent, and Data META
Jun 15 '25 article How Tariffs Are Breaking US Trade
Jun 2 '25 tweet @zephyr_z9 — Long Video Generation → Memory Supercycle MUSTXWDC +1
May 29 '25 article A Detailed Look at Trump's Car Tariffs
May 19 '25 article Trump's Retreat Still Leaves Tariffs at 90-Year Highs
May 10 '25 article The Farce of the Deal
May 1 '25 article Tariffs are Already Stalling the Economy
Apr 23 '25 article The Clues to Trump's Future Tariffs
Apr 12 '25 article Charting the Largest Tariff Hike in Modern History
Apr 2 '25 article The Cost of Tariff Chaos
Mar 27 '25 article Sure Friends Betrayed
Mar 19 '25 tweet When will AI systems be able to carry out long projects independently? In new re
Mar 4 '25 article Trump's Blockade of America
Feb 25 '25 article Trump's 2nd Trade War Begins
Oct 11 '24 tweet The “compressed 21st century”: a great essay on what it might look like to make
Sep 25 '24 tweet Leopold Aschenbrenner’s SITUATIONAL AWARENESS predicts we are on course for Arti
Sep 12 '24 tweet what it looks like when deep learning is hitting a wall:
Jun 4 '24 essay Situational Awareness: The Decade Ahead — Leopold Aschenbrenner (June 2024)
Jun 4 '24 tweet Virtually nobody is pricing in what's coming in AI. I wrote an essay series on t
Dec 20 '22 tweet Legendary investor Howard Marks just released a new memo. “In my 53 years in the
Nov 14 '22 article Money, Credit, Trust, and FTX
Oct 21 '22 tweet Never really got to explain my reasoning for my $SIVB short - but suffice it to SIVB
Aug 22 '22 article Hand-Crafted Artisanal Liquidity Provision
Aug 1 '22 article Understanding Jane Street
Feb 11 '22 article The Factorio Mindset
May 7 '21 article Stripe and Solid-State Economics