| Date | Tweet |
|---|
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |
| 2026-01-19 | Companies like $NBIS or $CIFR are high conviction for 2026.
But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stockpiling inventory.
You might get a 2-3x 1Y re-rating with DCs but it’s a different story than 2000%+ information discovery of a ne… → · 72 likes · 19,791 views |
| 2026-01-18 | @D4RW1NEXE Appreciate it! Yeah these are the more under-the-radar ones since the marketcaps are extremely small.
But by the time it hits $10B+ like $MP it's probably already priced in.
I'm sure there's a lot of alpha with many of these companies that I overlooked. → · 8 likes · 5,200 views |
| 2025-10-23 | Breaking: U.S. Government moves to take stakes in quantum computing firms, a huge game-changer.
National security names - AI ( $NBIS ), Energy ( $TE ), Space ( $RKLB ), Minerals ( $MP ), Quantum ( $RGTI, $IONQ, $QBTS) - could see a violent reversal as shorts scramble to cover and MM hedging mechani… → · 230 likes · 57,664 views |
| 2025-09-23 | Bookmarking this to see how the US Gov ETF performs in 1 year time today.
$LAC Lithium Americas Corp - $5.29
$INTC Intel - $29.34
$FNMA Federal National Mortgage Association - $12.82
$MP MP Materials - $74.70
$XUSS US Steel- $47.55
Would the US Gov outperform Nancy Pelosi? → · 84 likes · 17,549 views |