I just wandered the streets. I asked random ppl if they'd ever heard of Micron. We're all good boys. 283 likes · 7 retweets · 32 replies · 2026-06-02T00:27:40.000Z Captured by scrape-follows from @michaelsikand

Holy shit, he called it. This is not your Grandpa's bull market. The signals are anything but traditional. 117 likes · 0 retweets · 9 replies · 2026-06-02T00:05:15.000Z Captured by scrape-follows from @michaelsikand

The market still underestimates $NOK 139 likes · 5 retweets · 15 replies · 2026-06-01T18:50:58.000Z Captured by scrape-follows from @michaelsikand

If your AI stocks mooned today. You are part of a tiny, tiny contingent out of the global population studying and allocating capital into this supercycle. You realize most people don't believe in AI and want to see it collapse? This is not the consensus trade you think it is. 548 likes · 17 retweets · 64 replies · 2026-06-01T22:57:35.000Z Captured by scrape-follows from @michaelsikand

Appreciate the shout @SaiseiInvesting It is true we had the god tier Photonics and Memory portfolios on @joinautopilot before Roundhill even had $DRAM. Retail should not have to wait for ETFs to own the top names in a key thematic. $30M+ following just these two. 79 likes · 5 retweets · 12 replies · 2026-06-01T21:33:01.000Z Captured by scrape-follows from @michaelsikand

YOU CAN NOW BUY $KRKNF ON ROBINHOOD. This is the underwater drone monopoly that is the best public proxy for Anduril but always struggled with being accessible to retail traders. I actually can't believe this just happened Is it time to long $HOOD too? They listened. 589 likes · 51 retweets · 54 replies · 2026-05-29T16:20:43.000Z Captured by scrape-follows from @michaelsikand

Pick your poison. $KRKNF now available to trade on Robinhood supplies every single one of Anduril's Sea Power products. The question isn't if the Anduril revenue ramps for $KRKNF. It's when. And none of it is priced in. 232 likes · 22 retweets · 26 replies · 2026-05-29T17:14:33.000Z Captured by scrape-follows from @michaelsikand

I always thought perps might be the future of trading versus options. $28T to $90T in volume overseas in two years. With options you can be right and still lose to theta, expiry, and vol. Perps strip out all those variables. 13 likes · 0 retweets · 6 replies · 2026-05-29T21:53:34.000Z Captured by scrape-follows from @michaelsikand

Dream about getting paid to research stocks all day? Well I'm hiring. @kawzinvests and I are hiring junior analysts to help us build the future of investment research and stock market media. DM me and I'll shoot the app over. 130 likes · 1 retweets · 66 replies · 2026-05-29T15:13:32.000Z Captured by scrape-follows from @michaelsikand

FinX is a bubble. I wish more people were on this generational run with us. 17 likes · 0 retweets · 1 replies · 2026-05-23T19:04:11.000Z Captured by scrape-follows from @michaelsikand

"Contrarianism is overrated" - Stan Druckenmiller 48 likes · 0 retweets · 3 replies · 2026-05-23T00:39:55.000Z Captured by scrape-follows from @michaelsikand

The goat cant be stopped @michaelsikand #1 on @joinautopilot 36 likes · 2 retweets · 0 replies · 2026-05-22T19:02:18.000Z Captured by scrape-follows from @michaelsikand

Long $HLIT at $16 Known about this stock for months from a 9 figure manager in Florida I respect a lot. He gave me $SIVE and $MXL before either were mentioned on X. Ironically, I sat out of both generational trades. He was screaming at me about $HLIT multiple times but 275 likes · 24 retweets · 27 replies · 2026-05-22T22:38:34.000Z Captured by scrape-follows from @michaelsikand

$FLY is up 50% since May 5. As space sentiment surges around the SpaceX IPO, still feel like the market is sleeping on its unique capability mix. 63 likes · 7 retweets · 11 replies · 2026-05-22T18:40:06.000Z Captured by scrape-follows from @michaelsikand

Read our segment by segment valuation of Nokia at $14 that shows why the market is still pricing it as a legacy telecom company. With three scenario price targets and the exact LEAP structure we're using. https://asymmetricalbets.substack.com/p/nokia-critical-ai-infrastructure?r=7mqn0f… 17 likes · 0 retweets · 0 replies · 2026-05-19T17:03:42.000Z Captured by scrape-follows from @michaelsikand

$OPTX ripped 16.5% today after a bullish ER. My favorite defense stock under $1B. - Balance sheet fixed: $21.5M net raise - Space/LEO optics quadrupled (missile sensing) - Anduril (presumed) Soldier AR/VR microcameras roll out in Q2 and Q4 on a decade long program. 85 likes · 6 retweets · 10 replies · 2026-05-19T20:30:20.000Z Captured by scrape-follows from @michaelsikand

Oh captain, my captain. Everyone is talking about $NOK on this dip. No one is talking about the key man. A few weeks ago, $NOK CEO Justin Hotard bought ~$1.2M his own stock on the open market at an ATH. But that's not what's so interesting to me. $NOK brought in a data 418 likes · 34 retweets · 22 replies · 2026-05-19T17:00:57.000Z Captured by scrape-follows from @michaelsikand

I want to talk about 13F's. Sophisticated investors know the alpha is very weak. 45 day lag, only US equities, indistinguishable hedges, and by the time the PDF drops the algos priced in the celebrity pop. Leopold's in particular was noisy at best. But we should not bash 111 likes · 4 retweets · 11 replies · 2026-05-19T19:36:04.000Z Captured by scrape-follows from @michaelsikand

Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his position in neocloud $CLSK that still hasn't landed a hyperscaler. $CLSK is the only Neocloud where Leopold increased the portfolio weighting. Every other miner / neocloud got diluted as a % of 282 likes · 24 retweets · 19 replies · 2026-05-19T18:00:01.000Z Captured by scrape-follows from @michaelsikand

$PENG's cracked management is one of the most exciting parts of the stock. 166 likes · 3 retweets · 10 replies · 2026-05-18T21:37:31.000Z Captured by scrape-follows from @michaelsikand