Mike @MichaelJRouse
Occupation: Engineer. My opinions only. Do your own research. United States Joined May 2013-
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Key Events This Week: 1. US Markets Closed, Labor Day - Monday 2. US 10Y Note Auction - Wednesday 3. August PPI Inflation data - Thursday 4. August Existing Home Sales data - Thursday 5. August CPI Inflation data - Friday 6. September MI Inflation Expectations data - Friday 7. September MI Consumer Sentiment data - Friday This marks the final week of inflation data before the September Fed meeting.
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Banger of a presentation from top economists at Jackson Hole that looks at the emerging shape of the international monetary system and influence of tokenized forms of money.
The dollar's share of FX reserves is at a two-decade low. Treasury convenience yields have turned negative. End of dollar dominance? No — but financial innovation could reshape the system. Our new Jackson Hole Economic Policy Symposium paper, w/ @EswarSPrasad & Tony Zhang 🧵
@pdicarlotrader Any of the following. SPCX, TSLA, CRCL, COIN, HOOD, LUNR or RDW, CIFR, MSTR or IBIT, BMNR or ETHA, PURR or BHYP, ZCSH or CYPH, BE, NBIS, TE, SLV, TLT, MU or SKHY, MRNA
Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.
How fast could the economy double? TLDR, once we have good enough AI and tens of millions of robots - very fast. As crazy as it feels now - it is worth pricing in economic doublings into your mental models of the 2030s. Strongly recommend reading this series of blog posts by Damon Binder.
JPMorgan resumed $SNDK at Overweight with a $2,250 PT calling Sandisk one of the clearest beneficiaries of AI inference reshaping NAND demand. Sandisk has already locked in ~$94B of long-term contracts that the note says can support “~80% GM even at the floor pricing tier” giving the business far more predictable economics. JPMorgan expects the NAND market to explode to $500B by 2027 and sees that demand plus tech leadership and aggressive buybacks driving a multi-year compounding earnings story.
The $SHKY, Samsung, $SNDK, $MU memory bottleneck never changed anon
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,
@PeterDiamandis Few realize this
🚨NEW: Majority Leader Thune filed cloture on the motion to proceed to the Clarity Act. It will be voted on by the Senate after they return at 2:15 PM on Tuesday, September 15, as agreed to by the Senate this morning.
Leader Thune filed cloture on the motion to proceed to Cal. #423, H.R.3633, Clarity Act.
$SPCX insider unlocks do not guarantee additional shares in the open market but those unlocks technically increase share float. Increased float forces index fund managers to increase their positions - a massive demand driver. @elonmusk tried to warn you 🔥🩳🔥
AI compute is going to orbit. 🚀 @SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars. The next chapter of AI infrastructure boldly goes where no AI compute has gone before.
@sir_great07 I have to respectfully ask, why didn't Ramsay try to shoot at least one arrow into John Snow's legs when John continues to raise that shield?
@TedPillows At least 8 Democrats are needed to pass the Clarity Act because Senator Lindsey Graham (R-SC) passed away on July 12, 2026.
FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters. To protect American Humanoid/Robotics programs. Agility Robotics ( $CCXI ) and other US humanoid players should be happy to hear this.
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@marketmodel Samsung, SK Hynix, and Micron are not losing the commodity memory business. They are voluntarily exiting it to make higher-margin HBM. CXMT filling the gap they leave behind may not be a competitive threat to their core business.
courtneys dreamland �... @courtneyxo6qhu
8 Followers 495 Following professionally pretty, slightly toxic 🫧
Zcash Maxi 🛡️ @truebittoken
498 Followers 937 Following Former @GoldmanSachs trader. Privacy + AI surveillance + optional shielding + ETF access + supply tightness. This will create generational wealth
Tech Investor Daily �... @techinveststock
15K Followers 4K Following Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | Stocks That Can Double In 12 Months | NFA
Entity @EntityDyor
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Peter DiCarlo(Private... @peterdicarlobtc
25 Followers 2K Following Smart Money Trader. Mechanical system for serious, long-term trading. Not financial advice. Never DMs / Whatsapp for money. Free training & tools ⬇️
stephanie 🇺🇸 @stephanie4qz01
238 Followers 5K Following Let us work together to make America great again.
Voodoo @zkVoodoo
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Qw @Q_wQiao
212 Followers 6K Following Client assistance @alliance | co-presenter @goodgamepodxyz | spouse & parent
Profitradarhq @Profitradarhq0
142 Followers 682 Following
My Financial Friend �... @IMyFinancialFri
27 Followers 2K Following 335k+ Subscribers On YouTube 👨💻Stock/Crypto YouTuber 📈 . I Will Never Message You. If It Looks Like I Did Reach Out, It's Actually A Scammer.
The Solari Report @guullsee
435 Followers 8K Following Catherine Austin Fitts, once a Wall Street exec and HUD official, helps you navigate opportunities and risks in today's global financial & political landscape.
. @_mikealfred6
119 Followers 6K Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Yelena Volkova @YelenaVolkova18
605 Followers 963 Following Life isnt about having everything its about appreciating what truly matters. Kind heart. Curious mind. Happy soul. 🤍
Rick @RickMartinGa
452 Followers 1K Following
Peter DiCarlo(private... @picarlotraderr1
48 Followers 3K Following BX-based trader. 2-step mechanical system for serious, rules-based long-term trading. Not financial advice. Never DMs for money. Free training & tools
Serenity.(Private) @alaebitoredddit
47 Followers 3K Following I only use X, beware of imposters. Al/Semi Supply Chain Analyst Not investment advice, DYODD. Sharing personal thought process on supply chain bottlenecks.
Robin Debreuil @debreuil
3K Followers 2K Following Working on math for AI (pinned), where numbers are segments, resolution matters, and *everything* is differentiable. Former Riot Games, Pixate, Google Research
Just A Guest @JustAGuessttt
44 Followers 486 Following
David Nicholas @DavidNicholasx
5K Followers 3K Following Husband. Father. Entrepreneur. Defender of free markets. CEO of @NicholasWealth. PM of $BLOX $GIAX $FIAX Talk on tv. Job 5:9
casitrade🔥 @casitradexx
441 Followers 3K Following 10+ Yrs Exp. | Crypto Trading & Analysis / #Bitcoin #XRP #ETH #TradeSignals Analyst NOT Influencer! LIVE https://t.co/dph3LltqQd My page, my opinion
BigMike @Michael_EWpra
16 Followers 973 Following Elliot Wave TA on most assets, Stocks, Crypto & Bitcoin miners. Discord https://t.co/Wn7mntgUQz...
Lord Vader @Lord_Vader_MD
816 Followers 3K Following Aficionado of Sci-Fi/Tech/Tesla/SpaceX/Music/Science 🖖
Peter DiCarl0_ @pdircarl0trader
63 Followers 5K Following BX-based trader. 2-step mechanical system for serious, rules-based long-term trading. Not financial advice. Never DMs for money. Free training & tools V
Rui @_Ruycorto
72 Followers 1K Following 📈Swing Trader&Market Investor | Sharing my real trading journey Join my Private Discord for scans,ideas& live charting👇Entertainment only•Not financial advice
Night Sky Now @NightSkyNow
58K Followers 36K Following Your gateway to astronomy, cosmology, and the latest breakthroughs shaping our understanding of the universe.
Hello There @mark_there
0 Followers 3K Following
Amelia @Amelia66ec3
417 Followers 573 Following Quiet girl, loud standards. I like slow connections & real presence. Not available for confusion.
Mags (private) @thescalpinggp
51 Followers 721 Following #Bitcoin holder since 2016 | Crypto Trader & Analyst Patterns / Fractals | Bitcoin 500 day strategy
俊浩 @JuUSkgzbyD85014
21 Followers 148 Following
The Ethan @TheOxEthan
372 Followers 5K Following Tryna make internet money and stuff | Crypto since 2014
Panchu @Panchu2605
6K Followers 3K Following Co-Founder & Lead Dev @XyloNet_ & PayX | Founder @AG_Protocol | Architect @Arc | Ex @SentientAGI Agent infra & onchain tools ⚡️ | TG: @Panchu2605
Bucks @HenryAlari3925
71 Followers 587 Following
Zcash Labs @ZcashLabs
885 Followers 32 Following Zcash Labs is an independent organization providing Zcash blockchain integrations, technical support, co-marketing coordination, and grants for everyday use.
Jason Cohen 🇺🇸 @JasonJournoDC
137K Followers 4K Following Consistently breaking viral political clips that inform, entertain, and inspire 🚀 Trump: “Respected” | Scott Adams: “A great follow” [email protected]
Johann Kerbrat @JohannKerbrat
25K Followers 117 Following SVP and GM of International & Crypto @ Robinhood. Tweets are my own opinion.
Zcash Maxi 🛡️ @truebittoken
498 Followers 937 Following Former @GoldmanSachs trader. Privacy + AI surveillance + optional shielding + ETF access + supply tightness. This will create generational wealth
curb @CryptoCurb
86K Followers 7K Following Solana Bull Cycle. Crypto Class of 2017. Steadily Sending Fiat to the Curb. @Curb_Capital- Venture/Partnerships.
Patrick Witt @patrickjwitt
40K Followers 1K Following Executive Director, President’s Council of Advisors for Digital Assets; Deputy Director, Dept. of War Office of Strategic Capital 🇺🇸
Blizzard Entertainmen... @Blizzard_Ent
1.5M Followers 259 Following Titles shown rated T-M. For more information, visit https://t.co/xwPCrUpOip. For general Blizzard support, please contact @BlizzardCS.
NearKat @NearKatSol
1K Followers 9 Following Proudly paired with $NEAR Powered by @LaunchOnSF CA: 6UtY9iTZMQQ5QZVrbzFnNaJntV7oySm9k97mvwnuZcxr
David Brevik @davidbrevik
19K Followers 450 Following Computer & board gaming fanatic. Creator of Diablo, Hellgate, Marvel Heroes & It Lurks Below. President of https://t.co/DiS3YAP7KT
Phil Shenk @pshenk
1K Followers 944 Following Game designer, artist, entrepreneur. CEO of @moonbeastinc Former Lead artist & lore builder for Diablo 2 & LoD https://t.co/GoDN3rRZPV Shenk The Overseer
Diablo @Diablo
957K Followers 57 Following ESRB Rating: MATURE with Blood and Gore, Intense Violence, Language. #DiabloIV is available now. Welcome to Hell 🌹
CipherScan Data @cipherscan_data
57 Followers 66 Following Automated Zcash network intelligence. Shielded pool movements, Ironwood migrations, reorgs, and daily chain stats.
Zcash Open Developmen... @zodl_co
97K Followers 190 Following Builders of the Zcash protocol and flagship Zcash wallet, Zodl @zodl_app. We envision a world without mass financial surveillance.
Zakura @ZakuraZcash
2K Followers 5 Following Zcash full node being developed by @TachyonZcash and @ValarGroup. https://t.co/5ymbC2hhvd
Dev @zkDragon
12K Followers 2K Following Building for a free world. Making @zcash win, with @valargroup Founder of @osmosiszone
vincent @SPCX100T
246K Followers 410 Following
X Open Source @XOpenSource
44K Followers 0 Following
tZERO @tZERO
29K Followers 687 Following Wall Street, Tokenized. Redefining how capital is raised, traded, and owned in a Web3 world. Disclosures: https://t.co/e8dw9aHJuC
Joseph Ayoub @Crypto_Joe10
26K Followers 4K Following Crypto since 2016 Former @Citi research crypto lead Currently @halo__xyz https://t.co/nS8jaVSMzQ
mert @mert
2.2M Followers 3K Following ceo @helius — Solana RPCs, APIs & data: https://t.co/J2To2MzHwd — cyphercapitalist
Diligent Plane @DiligentPlane
77K Followers 472 Following Turned 50k into $1M+ in one year. No options Famous on @Reddit WSB with 23M+ views Your mom’s favorite trader
Humanoid Intelligence @HumanoidsHQ
18K Followers 344 Following Humanoid robots. Reported. Tesla Optimus Fan. 7BamFj28cwNebw8ZaP4gY6yfCuJANgxR9pHmEiznZsRg
qw @QwQiao
169K Followers 2K Following https://t.co/6bDEE4i6WI https://t.co/H6ydhFWTxN https://t.co/SMjV8djVPm https://t.co/X2tHRltRTO
The Zcash ETF 🛡️ @ZcashETF
1K Followers 49 Following The World's First Zcash Fund by @Grayscale $ZCSH Terms: https://t.co/MfoACdVdEF Prospectus: https://t.co/jse45shFpR
Ran Neuner @cryptomanran
966K Followers 5K Following CNBC Crypto Trader , Founder Crypto Banter. Invest in protocols that will change the world-give them enough time to do their thing. Tweets not financial advice.
Whale Tracker @whaletracker_
15K Followers 3 Following Tracking the portfolios of the world’s most influential investors, so you can invest like an insider.
Tyler Winklevoss @tyler
1.1M Followers 4K Following Co-Founder @gemini, @cypherpunk, @winklevosscap Vocals @marsjunction
Cameron Winklevoss @cameron
758K Followers 3K Following Co-Founder @gemini, @cypherpunk, @winklevosscap Guitars @marsjunction
The Solari Report | C... @solari_the
92K Followers 427 Following Catherine Austin Fitts, once a Wall Street exec and HUD official, helps you navigate opportunities and risks in today's global financial & political landscape.
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265K Followers 100 Following All the latest news about the celebrities, photos are not mine; contact for removal. [email protected]
OddStats @OddStats
95K Followers 132 Following Retired finance professional. I can't see the future and neither can you; anyone who says different has something to sell. NOTHING I SAY IS INVESTMENT ADVICE.
Intuitive Machines @Int_Machines
107K Followers 420 Following The Space Infrastructure Company Next Lunar Mission: IM-3 & Lunar Data Relay Satellite
Kaz Nejatian @nejatian
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Phantom Space Corpora... @PhantomSpaceC
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The Analyst @MMatters22596
78K Followers 124 Following We find asymmetric growth setups before the breakout Elliott Wave | Cycles | Fundamentals Business & IR: [email protected] NFA | DYOR Premium access on Patreon
Laurence Fox @LozzaFox
677K Followers 2K Following Some of my best friends are gay black Muslims. Nothing left to win. @TheReclaimParty @BadLawTeam @media_reclaim
Chubby♨️ @kimmonismus
144K Followers 3K Following Tech Analyst & Content Creator. Editor-in-Chief @getsuperintel - Community of 300k+ in total: 🔗 https://t.co/jHMmImmI5I //📧 [email protected]
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Blockworks @Blockworks
501K Followers 88 Following Data, investor relations, and disclosures – all in one place. Trusted by both crypto natives and institutions.







































