| Date | Tweet |
|---|
| 2026-09-28T23:05:52 | I've had better days, having constant headaches which is a bit rough. I did have some fun channel checks though recently.
Some guy I met by the bathroom yesterday claimed to be $SPCX Cursor CEO. I'm not good with faces so idk if he was lying or not.
Also had some discussions about beamformer tec… → · 143 likes · 34,974 views |
| 2026-09-13T13:23:10 | Tech people in real life: I have shares in “ $TSLA, $GOOGL, $SPCX. “
People on my X feed/comments:
- Leveraged Micron, Sk Hynix calls all the way from $1M to $28M down to $4M
- calls on short dated tanker freight futures because $AXTI 3000% 1Y returns wasn’t enough.
- Long $PLTR short $LULU beca… → · 1688 likes · 552,973 views |
| 2026-09-11T07:03:16 | Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro.
- $NVDA gave forecasts for $1.3T hyperscaler capex ($100B+ above BofA analyst expectations)
- $SPCX Wells Fargo forecasts are ~$263B for 2027.
- $127B spend in 2027 for Anthropic/OpenAI model training… → · 1335 likes · 445,289 views |
| 2026-09-06T04:26:54 | I’m not sure how OpenAI was likely holding off their IPO to 2027.
Because they had concerns about a $1T valuation 3 months ago.
Then Anthropic investors go and say **** it, lets one-up $SPCX and IPO at $2T next month? https://t.co/wkMuzkCrzd → · 921 likes · 299,299 views |
| 2026-09-05T08:11:29 | Now that $MU to $SNDK have pulled a major recovery.
Good to have a reminder that the memory bottleneck hasn’t changed!
Same with CW lasers… substrates… or others.
But short term sentiment (depending on prices/macro) often does.
I think a lot of demand imbalances get worse than people expect:
-… → · 1545 likes · 548,437 views |
| 2026-09-01T08:30:14 | Just some TLDR news I found interesting:
1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise.
Google/Nvidia are goats with investments you look at $SPCX to Anthropic.
2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives e… → · 808 likes · 309,997 views |
| 2026-08-22T14:54:25 | It's been fun to read these US Gov fact sheets (few a week) recently.
Earlier this week was "Golden Age of Space Transportation", with $SPCX hard carrying the launch sector like Faker.
And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030.
This month we also… → · 970 likes · 296,574 views |
| 2026-08-20T18:45:33 | After seeing how the robotics and space sectors reacted to Unitree and $SPCX IPOs
I’m not quite sure I want Anthropic to go public… https://t.co/hY6tM1r4Qb → · 1026 likes · 309,394 views |
| 2026-08-13T11:43:50 | In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation.
If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs.
Anthropic IPO is also expected, with investors expecting $2T valuation, e… → · 676 likes · 271,409 views |
| 2026-08-13T07:44:59 | $SIVE announces a $3.4M development program with SemiNex!
For CPO, DFB laser arrays, and optical amplifiers.
Early production is targeted H2 2027 (in line with early scale up CPO timelines)
Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company...
B… → · 1164 likes · 252,908 views |
| 2026-08-11T20:51:04 | $SMCI 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance...
vs. ~$52.4B expected, a casual +$16.1B above consensus.
SMCI logged a massive $60B+ in news order from this earnings.
That timeline is also interesting when they announced a plan to co-build $SPCX + xAI DCs "… → · 703 likes · 235,373 views |
| 2026-08-08T17:52:29 | Yes, I'm still bullish on memory like $MU / Samsung.
As I said earlier, markets tend to rotate from bottleneck to bottleneck.
This week it looks $AXTI to $LITE in the photonics sector is the focus again.
The thing is... the primary thing that changed are the stock prices, followed by some narrat… → · 3139 likes · 1,491,555 views |
| 2026-07-31 | Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement.
It's more of a 2028 name though, though they have separate ramps in 2027.
- Did some cost averaging on names like Foci on drop to 400 (lea… → · 326 likes · 66,496 views |
| 2026-07-22T20:27:50 | $GOOGL reported earnings today:
EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors.
Revenue: $119.7B actual vs. $116.98B expected
Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65… → · 2073 likes · 913,907 views |
| 2026-07-17T17:51:55 | $META in talks to lease compute to Anthropic in a $10B dollar deal.
Seems like they saw how profitable
$SPCX $45B compute deal was.
But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework.
Source: NYT https://t.co/3Mu3UXQtFT → · 1243 likes · 351,571 views |
| 2026-07-14T14:57:21 | $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.
Reflection also signed a multi-billion dollar agreement with $SPCX earlier.
Interesting to say the least, seeing Nebius drop -5% off the news today.
Also... counterparty to get this done kinda reminds me of Op… → · 1517 likes · 485,312 views |
| 2026-07-13T00:45:13 | Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are pr… → · 2031 likes · 676,996 views |
| 2026-07-08T22:08:52 | Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5.
That’s much more cost efficient as well…
Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth among US companies re… → · 2102 likes · 447,106 views |
| 2026-07-07T12:13:51 | Raymond James initiated coverage of $SPCX with “Strong Buy”.
Giving it a $800 PT, valuing SpaceX at a ~$10T valuation.
No words. Jokes about “institutional” notes for retail write themselves. https://t.co/B0uRojaNJZ → · 1113 likes · 349,008 views |
| 2026-07-07 | Literally just Elon.
- The guy + $SPCX is basically the only reason why US is in the lead with Space.
- $TSLA led EV commercialization in US
He's sometimes off with timeframes, but right directionally, so pretty sure he can make US robotics #1 again.
I personally own $CCXI though since I think … → · 118 likes · 21,586 views |
| 2026-07-06T19:31:28 | It’s interesting to witness psychology around valuation anchoring + scarcity.
Retail, for example, are buying Figure, last valued at ~$39B through CEFs…
At $158B, since it’s private, round 4x valuations.
Then Agility Robotics $CCXI, which has broader commercialization.
Is at ~$4.3B pre-money a… → · 966 likes · 394,897 views |
| 2026-07-06 | 1. I don't think they're in a dire need for financing.
My take is half geopolitical, half valuation scarcity as the first pure play humanoid player. The latter is likely more valuable than private funding in my view for momentum.
Unitree was going public in China and there's no pure play US huma… → · 173 likes · 27,608 views |
| 2026-07-02 | Recent US IPO models have been very stupid like $SPCX / $CBRS hiking valuations to absurd numbers before going public.
More US listings should follow Unitree (which would likely command higher valuations) + China's IPOs like Lightelligence.
That allow retail access at the same valuations as priva… → · 44 likes · 15,181 views |
| 2026-06-29T10:43:13 | Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei.
"The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan" https://t.co/RDFvgQNVsp → · 1659 likes · 495,206 views |
| 2026-06-29T05:26:31 | Honestly this decade from 2020-2030 might be the most goated in human history.
- Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX.
- on the cusp of ASI and recursive learning with Anthropic and OpenAI
- Backflipping Boston Dynamics and Unitree humanoids to replace the hum… → · 3003 likes · 588,384 views |
| 2026-06-27T02:11:30 | $SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies.
$SIVE is one of the more startup friendly plausible merchant suppli… → · 1787 likes · 663,849 views |
| 2026-06-22T14:43:38 | Wow, $SPCX is now down over $583B in MC...
Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh.
Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes? https://t.co/IhNtFAH99s → · 1610 likes · 787,751 views |
| 2026-06-18T13:45:08 | I think Jim Cramer’s law needs to be studied in history books.
Even $SPCX can’t withstand his blessing. https://t.co/8Hr7898NmA → · 1787 likes · 560,374 views |
| 2026-06-17T15:46:21+00:00 | Jim Cramer gave $SPCX his blessing. https://t.co/DSbyBt9f0D → · 1785 likes · 1,831,589 views |
| 2026-06-16T11:01:48+00:00 | Woah, $SPCX acquired Cursor for $60B.
I did not think it was worth that much…
Maybe network effect or data for improving models became invaluable?
I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends. https://t.co/FoZ1wb6DI9 → · 1384 likes · 392,369 views |
| 2026-06-16T00:19:25 | Apparently, $SPCX is a $2.5T company now.
I did say Americans would buy anything futuristic without caring about valuations...
I guess everything in Murica go brrr. https://t.co/QAKU0D9EIH → · 1935 likes · 831,650 views |
| 2026-06-16 | @88magalhaes Lmfao actually $SPCX uses $NBIS now. Did not think of that angle.
Don’t think it’s anything newly material though for Nebius, just a fun connection. → · 184 likes · 39,953 views |
| 2026-06-15T03:21:12+00:00 | Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to https://t.co/uh8HRxOE… → · 1682 likes · 706,511 views |
| 2026-06-14T15:27:22+00:00 | This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology.
$SIVE didn't go up 1900% → · 2693 likes · 846,809 views |
| 2026-06-13T22:51:12+00:00 | If I had to stereotype my X experiences with markets:
China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD.
America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations
Europe 🇪🇺: from $SIVE to $SOI, → · 3450 likes · 1,621,829 views |
| 2026-06-12T15:55:15+00:00 | $SPCX is now trading!
And it’s now over $2.15T+ MC. https://t.co/HLQ8ZkbBvi → · 1665 likes · 438,706 views |
| 2026-06-12T14:00:28+00:00 | All the $SNDK short sellers went extinct.
Can’t believe it’s almost $2000 now?
That aside feels like everyone is just waiting for the $SPCX IPO in a few hours. https://t.co/EahzuEy1KE → · 1269 likes · 719,141 views |
| 2026-05-25 | I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids:
$RKLB / $SPCX / $PL = Death Star
$LASR / $SIVE = Laser Beams
$TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8 → · 2502 likes · 352,110 views |