Jerry Idaho @sunriverflow
Most of time naive, sometimes stupid Joined February 2008-
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Fintech CEO and Chairman with skin in the game: $NU CEO owns 20% of the company Revolut CEO owns 18% of the company $WISE CEO owns 18% of the company $BULL Founder owns 20% of the company $FOUR Founder owns 24% of the company $DLO insiders owns +45% of the company
ALL EYES ON MINERS AND NEOCLOUDS The Futurum AI Fifteen just added $NBIS and $IREN to the new Utility Layer, a theme poised for strong tailwinds as datacenter compute continues to fall short of demand. They also added $RBRK to the Operating Layer. Data resiliency isn’t just…
ALL EYES ON MINERS AND NEOCLOUDS The Futurum AI Fifteen just added $NBIS and $IREN to the new Utility Layer, a theme poised for strong tailwinds as datacenter compute continues to fall short of demand. They also added $RBRK to the Operating Layer. Data resiliency isn’t just…
AI COMPANIES BY MARGIN (best to worst) • Unicorn (40%+) | $NVDA, $AVGO, $CIFR, $TSM, $CRDO • Elite (30-39%) | $ARM, $ALAB, $CDNS, $KLAC, $MSFT, $MU, $GOOGL, $SNPS, $MRVL, $ORCL • Good (20-29%) | $ASML, $LRCX, $IREN • Solid (0-20%) | $AMD, $AMZN, $INTC • Negative (<0%) |…
The Ai Supply Chain:
memory cycle coming? $SNDK $MU $SIMO
Key Quotes from the Jensen BG2 Podcast: $NVDA Demand, scaling laws & the inference explosion “The old way of doing inference was one shot, right? But the new way of doing inference, which we appreciate, is thinking. So think before you answer. And so now you have three scaling…
Amazing Blackstone Guide Investing in the Picks and Shovels of AI Thread
"NoOnE wAnTs A $TsLA aNyMoRe" 🤡
Technology firms are borrowing money at a rapid pace: Tech companies have raised ~$157 billion in the US public bond markets YTD, the highest YTD total since 2020. This is up +$65 billion, or +70%, from 2024 and +$90 billion, or +134%, more than in 2023. Oracle, $ORCL, led the…
Jensen: ”Our opportunity is much larger than the consensus. I’ll say it here. I think Nvidia will likely be the first 10 trillion dollar company…" +Soon a new market: "Accelerated data processing" (watch out below.). $NVDA
Jensen: ”Our opportunity is much larger than the consensus. I’ll say it here. I think Nvidia will likely be the first 10 trillion dollar company…" +Soon a new market: "Accelerated data processing" (watch out below.). $NVDA
TSMC’s 3nm and 5nm production lines are nearly full, with the utilization rate nearly 100% through the first half of 2026, inundated with orders from smartphone chip giants Qualcomm, Apple, MediaTek, media report, while the latest AI chips, Nvidia’s Rubin and AMD’s MI355X GPUs…
1) I went back to review Alibaba $BABA CEO Eddie Wu’s comments, which are very significant statements with major investment implications (opportunity alert). Three things quickly (opps can be found easily by targeting three things below): 1) Tokens: Token usage DOUBLES every…
ECONOMISTS LIFT U.S. GROWTH OUTLOOK Bloomberg’s latest survey sees U.S. GDP rising 1.6% in Q3 2025, up from 1.1%, with full-year growth revised to 1.7%. Inflation expectations held at 2.8%. Revised data showed Q2 growth at 3.8%, the strongest since 2023, though economists warn…
$TSLA - WEDBUSH LIFTS TESLA TARGET TO $600 Wedbush raised its Tesla price target from $500 to $600, citing an “accelerated AI path” centered on autonomous driving and robotics. The firm expects Robotaxi rollouts in 30+ U.S. cities within a year, estimating the AI/autonomous…
Investors ask me why sell side analysts wait until quarter end to update their $TSLA delivery models and price targets. Remember, WS analaysts get paid by being allocated trading commissions from buyside firms, not by picking stocks. They spend most of their time marketing…
$APP
Bullish for $tsla as the only viable electric semi producer
Bullish for $tsla as the only viable electric semi producer
This means offpeak power usage gonna be up too while AI consumption switch to inferencing stage
This means offpeak power usage gonna be up too while AI consumption switch to inferencing stage
Cembalest AI SOTU: >AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022 >Data centers are eclipsing office construction spending >In the PJM region, 70% of last year’s…
Entering a 4-Year Memory Supercycle (JPM) 1. Global Memory Cycle • With surging datacenter and AI compute demand, a four-year upcycle is expected from 2024–2027. • Global memory TAM revised up by 6–24% versus prior estimates. • Introduction of HBM4E in Rubin Ultra…
Lazetta Kenneth @LazettaK47979
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Jackk @alphacharts787
39 Followers 2K Following Swing trader, over 15 years experience. Exclusive trade Ideas + set-ups shared for $10/month. Click "Subscribe" in my profile to join. NO investment advice
Investing visauls @InvestingVisval
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Loohne @Loohne4013
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Beth Kindig | Persona... @PersonalKindigB
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Rihard Jarc @Rihalr_dJarc
2 Followers 703 Following Tech Investor & writer. I cover in-depth dives and alternative data on tech (here and in my newsletter with over 14k subscribers). Tweets are only opinions.
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124 Followers 3K Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports.
THE SHORT BEAR @theshotbear__
122 Followers 2K Following Contrarian stoic trader and long term investor | 2013 | drive: Philosophy & Psychology | Tweets are purely for entertainment purposes and not investment advice
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214 Followers 5K Following Tracking insider trades, political stock moves, and hidden market signals. Main Account: Bourbon Capital
smtraderCA @smtarderCA
40 Followers 5K Following Stocks, options & futures trader. https://t.co/tzr073AWrB https://t.co/qpcm3f1mXQ
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Mike @Mike10947515
6K Followers 2K Following Trade musings on here, long term ideas on website linked in bio. Asymmetry + narrative.
DividendAristo🇺�... @Duiwook67677
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
CupAndHandleX🇺🇸 @Uzrisaud13638
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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Beth- Kindig ✪ @Beth00kindig
53 Followers 647 Following Investor with higher returns than Wall Street old boys club.Audited portfolio,free weekly analysis and automated hedge my personal journals•
Keksfee @Eeneaeaher2247
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
DayTradeAlerts🇺�... @Bleawsui782
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ChartBreakouts🇺�... @Ixawibau605038
36 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ML_Stocks🇺🇸 @Nauli915251
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Lue Runte @LueRunte46354
66 Followers 4K Following
Dalton Brewer @daIttybrewer
276 Followers 7K Following All-in $TSLA Investor.⚡️ SpaceX. 🚀 Student of Life. 📚 Optimistic Futurist.🔮 Tesla News & Content.🗞️
Go_wild887 @Go_wild887
1K Followers 2K Following If I die or go somewhere far, I’ll write your name on every star so people looking up can see just how much you meant to me.
ShortIdeasLab🇺🇸 @Xoowie628
47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
FibLevelsPro🇺🇸 @Voune7184
41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Armando Tremblay @ATremblay95184
25 Followers 2K Following
Lucia Maria @migefalan
369 Followers 5K Following Director of Communications...@ Elon Musk probably taking pictures of your dog proud mother
Debbie Wade @Anger1251576
112 Followers 7K Following
YieldCurveEdge🇺�... @Yfawxi1522
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Heisenberg_Trades @Kyleadamstonks
124 Followers 6K Following A free public trading journal started on 2-20-24 with $100k to see how far we can take this account to. No timetable. Just enjoy the ride. Not financial advice
石井惠子 @Iebersor666864
1 Followers 153 Following
EnergyTransition🇺�... @Agauqo191
47 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Jordan Wolfe @next_gen66
3K Followers 33 Following focusing on technical analysis and swing trading Master of Financial Engineering | Bachelor of Computer Science
Nomad Semi @MooreMorrisSemi
5K Followers 372 Following Deep-dive semiconductor research & AI compute Writing at Nomad Semi. Subscribe👇 https://t.co/8cZ0W6YfTI
Ember @ember_energy
38K Followers 3K Following Global energy think tank accelerating the energy transition with data and policy - [email protected]
Kaz Nejatian @CanadaKaz
59K Followers 2K Following Karma + Free Market. @Opendoor CEO. Mr. @CandiceMalcolm.
Doug Lewin @douglewinenergy
19K Followers 4K Following Author, Texas Energy & Power Newsletter; Host, Energy Capital Podcast; President, Stoic Energy; https://t.co/1Hg5bcm4iU
Ray Wang @rwang07
19K Followers 2K Following Research Director / Semiconductor Analyst @TheFuturumGroup Own analysis on semis on SEMIPRACTICE Focus on Semiconductors and AI, sometime macro. DM open
Finsee @Finsee_main
2K Followers 0 Following Using AI in financial analysis. Not advice. AI could make mistakes.
Next 100 Baggers @Next100Baggers
13K Followers 89 Following Engineer & ex-commodity trader | Spotting 10–100X SMID caps before Wall St | Averaging 50% CAGR since ’12 | Free deep dives👇Opinions only. Not financial advice
Thegptportfolio @thegptinvestor
24K Followers 8 Following A community project to see how AI can invest Run in partnership with Dr. @alejandroll10 PhD from Wharton $40M+ invested alongside via @joinautopilot_
Halal Investor @_HalalTrader_
967 Followers 116 Following Keeping it halal and sharing my research. You make sure to do yours as this is not financial advice.
Mike @Mike10947310
13K Followers 189 Following Trade musings on here, long term ideas on website linked in bio. Asymmetry + narrative.
THE SHORT BEAR @TheShortBear
170K Followers 554 Following Contrarian stoic trader and long term investor | 2013 | drive: Philosophy & Psychology | Tweets are purely for entertainment purposes and not investment advice
Daniel Newman @danielnewmanUV
65K Followers 4K Following CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
AlphaSense @AlphaSenseInc
27K Followers 495 Following Powering the world’s biggest decisions. 6K+ companies trust our AI search and market intelligence platform to deliver timely insights. (Not investment advice)
Commentary Donald J. ... @TrumpDailyPosts
2.5M Followers 23K Following Reposting Trump’s Truth Social posts (with date/time) on X + news/commentary. Unofficial. Profile Artist: @ElenaRuseva1 Not affiliated with @realdonaldtrump.
Oguz O. | 𝕏 Capita... @thexcapitalist
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186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
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200K Followers 323 Following • Stock/Option Trader 📈 • 24/7 profit 💎 • Founder of Mikes Trading 👑 • I’m not a financial advisor • (You are responsible for your choices)
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16K Followers 192 Following SCD Channel https://t.co/1HgxZh0LC0… Don't forget to subscribe to our free newsletter here - https://t.co/9KFpUyK5s2
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