(1) Grok / X
x.com/i/grok?conversation=1978349691898064949
Oct 15, 2025
17
(1) Jim Liu on X: "@RJCcapital Please no miss-information on IREN. IREN's has 22k Nvidia GPUs and 1.2k AMD GPUs. There's no brand allegiance between IREN and AMD. IREN is up today because of it closed on a 1B, 0%, 42.5% conversion premium convertible. https://t.co/RcUNLk4JdT" / X
x.com/jiahanjimliu/status/1978225723107049602
Oct 15, 2025
1
(1) RJC on X: "$AMD $NBIS $IREN — An interesting divergence in today’s market action. $NBIS fell as much 6% while $IREN rallied close to 10% following Oracle Cloud’s announcement that it will deploy 50,000 AMD AI chips for inference. The market seems to have rewarded $IREN for aligning with https://t.co/NYRiKvK3E2" / X
x.com/RJCcapital/status/1978161565040840910
Oct 15, 2025
2
(1) Ahmet Sunelcan on X: "Yatırım Tavsiyesi Değildir. (Çok uzun süredir elimde tuttuğum bir hisse riskli ancak heyecanlandığım bir teknoloji. Lütfen sonuna kadar okuyun.) Aeluma Inc. ( $ALMU) — Işığı Endüstriye Çeviren Mimari Aeluma, Santa Barbara’da sessizce doğmuş bir fikir: “Işığı silikonla" / X
x.com/AhmetSunelcan1/status/1978246219500753267
Oct 15, 2025
10
(1) J Keynes on X: "$TSLA $AUR Telsa is a fantastic company but people who think Tesla can dominate literally every market segment and outcompete everyone, everywhere might want to revisit their Microeconomics textbook. As Michael Porter argued in his work on competitive strategy, firms that https://t.co/oWZkaS1Zvp" / X
x.com/jkeynesalpha/status/1956800181153960349?s=46
Oct 15, 2025
1
(1) J Keynes on X: "$AUR Aurora ($AUR) Is Years Ahead in Autonomous Trucking With $1.3B Cash, Driverless Operations Today, and a Clear Path to Massive Scale 🚀 At Oppenheimer’s 28th Annual Technology, Internet & Communications Conference, Aurora CFO David Maday sat down with Colin Rusch, one of https://t.co/q6TmDbAgS0" / X
x.com/JKeynesAlpha/status/1956327263701491914
Oct 15, 2025
5
(1) J Keynes on X: "$AUR seriously, fading this one’s a mistake you’ll regret later. It’s the most under the radar, transformative AI stock out there. Autonomous logistics, deep AI stack, real world scale coming fast. Tesla bros spread a lot of fake news about Aurora (plus never admit that Tesla has https://t.co/BpxQNou9KO" / X
x.com/JKeynesAlpha/status/1978092223733326105
Oct 15, 2025
1
Aeluma: Government-Funded Innovation With First-Mover Edge, Diversification Remains Key
seekingalpha.com/article/4800813-aeluma-government-funded-innovation-with-first-mover-edge-yet-diversification-remains-key
Oct 15, 2025
8
Aeluma: AI/Quantum, Robotics, Self-Driving, Defense, Consumer, And A Great Team (ALMU)
seekingalpha.com/article/4788795-aeluma-stock-ai-quantum-robotics-self-driving-defense-consumer-great-team
Oct 15, 2025
4
Aeluma's Scalable Compound Semiconductor Innovation - Grok
grok.com/c/dd54a0f3-7dec-4af5-9a34-4180bdd32a82
Oct 14, 2025
3
(1) Anun.Trades 🇺🇸 on X: "💡 Dissecting the CEO’s AI Comments — $ALMU 💡 CEO Jonathan Klamkin dropped some powerful insights — and it’s easy to miss how strategic his wording really is 👀 He said their tech could be used in “compute for AI, and especially in the optical networking inside data centers.”" / X
x.com/AnunTrades/status/1977509630529216647
Oct 14, 2025
3
EnerSys: This Quiet Operator Is Banking On A Higher-Margin, Lithium-Driven Future (NYSE:ENS)
seekingalpha.com/article/4794374-enersys-this-quiet-operator-is-banking-on-a-higher-margin-lithium-driven-future
Oct 14, 2025
2
(1) Jostein Hauge on X: "One thing I *do* like about this year’s Nobel Prize in Economics is that it might encourage more students to read Joseph Schumpeter. Schumpeter is the foundational scholar in the study of innovation and entrepreneurship within the capitalist system. His dynamic view of https://t.co/0XCF71gvq4" / X
x.com/haugejostein/status/1978086969834955108
Oct 14, 2025
2
(1) Shay Boloor on X: "China produces ~60% of the world’s rare earths & handles ~90% of processing. The real challenge now is breaking that grip & the U.S. is slowly building the pieces to take some of that control back. Here’s what the U.S. rare earth supply chain is starting to look like: • $MP https://t.co/rkaXmmlkel" / X
x.com/StockSavvyShay/status/1978086507849089296
Oct 14, 2025
1
IperionX Limited Stock: A Small-Cap Titan With High Growth Potential (NASDAQ:IPX)
seekingalpha.com/article/4760906-iperionx-limited-a-small-cap-titan-with-high-growth-potential
Oct 14, 2025
3
(1) YeahDave on X: "$CCCX Infleqtion, Quantum but not vaporware -In development since 2007 -200 employees (130 PhD physicist and engineers) across offices in US, UK, and Australia -Already makes money, $30M trailing 12 month revenue -$88M in cash, about to raise >$540 million at listing -1.8B https://t.co/SVf69xos3d" / X
x.com/YeahDrDave/status/1974577772921319900
Oct 14, 2025
5
(1) Relearning Economics on X: "To practice economics is to study reality. Uncertainty, institutions, debt, system feedback loops, and expectations that don't optimize mathematically, because equilibrium conditions simply don't exist in the real economy. 🧵7/13" / X
x.com/RelearningEcon/status/1977982601622364226
Oct 14, 2025
1
(1) Relearning Economics on X: "Because when the task is modeling actual systems... The jargon disappears and reality sets in. 🧵6/13" / X
x.com/RelearningEcon/status/1977982599596585025
Oct 14, 2025
1
(1) Relearning Economics on X: "There’s a big difference between being an economist and practicing economics. Most outside the economics community don't see this. But it's why the field feels so detached from the real world. 🧵1/13 https://t.co/oK7SgeGR7w" / X
x.com/RelearningEcon/status/1977982589802815789
Oct 14, 2025
2
(1) Berk Ucmaz on X: "Piyasada paylaşılan şirketlerin çoğu, meme coinlerden farksız. Tek farkları, güzel sunumlarla gelecek hakkında abartı vaatlerle atıp tutmaları ve piyasayı coşturmaları. Bu şirketlerin yürümesi için devamlı iyi habere ihtiyaç var. Gelirleri yok, en az 3-5 yıl sonrası için" / X
x.com/BerkUcmz/status/1978137504919482566
Oct 14, 2025
1
(1) J Keynes on X: "$SERV 🤖🔥 The Robotics AI Sleeper That’s Quietly Training on Every Delivery So far in my Speculative AI Portfolio I’ve added $PATH, $RXRX, and $ASAN, but my next pick has a different kind of vision. Serve Robotics ($SERV), is my next pick, and it looks like just a delivery https://t.co/8QknhWMSJE" / X
x.com/JKeynesAlpha/status/1978166839734907262
Oct 14, 2025
3
(1) Gene on X: "We all know $IONQ has tracked financial milestones while growing >100% organically for the last few years. The early completion of Tempo proves that they've also hit every technology milestone. This makes their future roadmap credible. IonQ will maintain a lead of 3-5 years https://t.co/Fe7JfUaZzn" / X
x.com/genejchan/status/1978081101987098747/photo/1
Oct 14, 2025
1
(1) Gene on X: "We all know $IONQ has tracked financial milestones while growing >100% organically for the last few years. The early completion of Tempo proves that they've also hit every technology milestone. This makes their future roadmap credible. IonQ will maintain a lead of 3-5 years https://t.co/Fe7JfUaZzn" / X
x.com/genejchan/status/1978081101987098747
Oct 14, 2025
2
(2) Simon Maechling on X: "This year’s Nobel Prize in Economic Sciences goes to Joel Mokyr, Philippe Aghion, and Peter Howitt. Why? Because they explained something we often take for granted: Why the modern world keeps getting richer. The answer? Innovation. Let’s break it down 👇 For most of human https://t.co/U3GUIFC6dv" / X
x.com/simonmaechling/status/1977718211492606374
Oct 14, 2025
5
Symbotic: New Storage Platform Unlocks Growth Potential (NASDAQ:SYM)
seekingalpha.com/article/4828499-symbotic-new-storage-platform-unlocks-growth-potential
Oct 14, 2025
1
Ormat Technologies: Geothermal Is Getting Overdue Attention (NYSE:ORA)
seekingalpha.com/article/4810236-ormat-technologies-stock-geothermal-getting-overdue-attention
Oct 13, 2025
1
(1) M. V. Cunha on X: "4) China's Dominance and the Global Imbalance Over the past three decades, China has transformed itself into the undisputed leader of the global rare earth industry. While several countries possess rich geological reserves, China’s dominance lies not only in mining but, more https://t.co/T8T9hokmU4" / X
x.com/mvcinvesting/status/1977707439345533148
Oct 13, 2025
1
(1) M. V. Cunha on X: "3) The Real Rarity: Refining and Processing As I explained before, despite what their name suggests, REEs are not geologically rare. They are found in significant quantities across the globe, including in the United States, Australia, Canada, Brazil, parts of Africa, and https://t.co/lK3iZk9Y5a" / X
x.com/mvcinvesting/status/1977707435625177509
Oct 13, 2025
1
(1) M. V. Cunha on X: "Everyone's talking about Rare Earth Elements (REEs), but few truly understand why they matter. In this thread, I'll break down what makes REEs so critical, the global imbalance threatening supply chains, and the biggest challenge that still needs to be solved. 🧵👇🏻 https://t.co/xRHK8F3jTe" / X
x.com/mvcinvesting/status/1977707425701519543
Oct 13, 2025
1
GM’s Rare-Earth Gamble Pays Off as China Tightens Magnet Exports
www.wsj.com/business/autos/gms-rare-earth-gamble-pays-off-as-china-tightens-magnet-exports-b115ef72
Oct 13, 2025
3
The Magnequench Betrayal: How America Lost Control of Its Military Magnet Supply
rareearthexchanges.com/news/the-magnequench-betrayal-how-america-lost-control-of-its-military-magnet-supply/
Oct 13, 2025
1
USA Rare Earth: I'm Less Excited Than Many (NASDAQ:USAR)
seekingalpha.com/article/4827956-usa-rare-earths-stock-less-excited-than-many
Oct 13, 2025
7
TMC the metals company And Texas Mineral Resources: 2 High-Risk/High-Return Mining Stocks
seekingalpha.com/article/4637065-tmc-tmrc-2-high-risk-high-return-mining-stock-picks
Oct 13, 2025
5
My Interview With Texas Rare Earth Resources' Jack Lifton, Dan Gorski, And Anthony Marchese (OTCMKTS:TMRC)
seekingalpha.com/article/3259985-my-interview-with-texas-rare-earth-resources-jack-lifton-dan-gorski-and-anthony-marchese
Oct 13, 2025
1
West’s Critical Mineral Crisis: Why Perpetua Resources Is Antimony Stock To Own (PPTA)
seekingalpha.com/article/4778652-west-critical-mineral-crisis-why-perpetua-resources-is-the-antimony-stock-to-own
Oct 13, 2025
6
Critical Metals: Don't Let The Trilogy Deal Scare You (NASDAQ:CRML)
seekingalpha.com/article/4828528-critical-metals-dont-let-the-trilogy-deal-scare-you
Oct 13, 2025
2
The Metals Company Hits A $23.6 Billion NPV Milestone: Why The Market Must Reprice It
seekingalpha.com/article/4813900-the-metals-company-hits-23-6-billion-npv-milestone-why-the-market-must-reprice-it
Oct 13, 2025
7
(1) Kaya Finance on X: "$MP | MP Materials MP Materials biraz sessiz ama Amerika’nın teknoloji altyapısında çok kritik bir oyuncu. Nadir toprak elementlerinin %90 Çin'in elinde olmasi mp stratejik bir hale getiriyor. Şirketin işi “nadir toprak elementleri” üretmek yani bugünün teknolojisinin görünmeyen https://t.co/g5LsNag8Sf" / X
x.com/ProfKayaFinance/status/1977438042190180461
Oct 12, 2025
1
(1) Mont Blanc Research on X: "3/11 Quantum Sensing Segment Atomic Clock Infleqtion’s atomic clocks offer precision, accuracy, and stability that are 10–1000× greater than existing systems. They provide “better-than-GPS” timing for synchronisation without relying on satellite signals a critical advantage for https://t.co/mR8KBmIevt" / X
x.com/mblancresearch/status/1976596790444019873
Oct 12, 2025
2
(1) Michael Szerencsy on X: "Only ~1% of U.S. homes were sold through iBuyers in 2024. If Opendoor captures even 5–10% market share, you’re talking about tens of billions in annual transaction volume. $open - This is MASSIVE." / X
x.com/mszerencsy/status/1960037859898913223
Oct 12, 2025
1
(1) Michael Szerencsy on X: "Think of Opendoor as the “Amazon of housing.” $amzn 🔹 Instant offers on your home 🔹 Liquidity in a market that’s always been illiquid 🔹 A platform for mortgages, title, renovations & more They’re not just flipping homes—they’re building a housing exchange." / X
x.com/mszerencsy/status/1960037858602868911
Oct 12, 2025
1
(1) Michael Szerencsy on X: "🏠 Housing is a $2.3 TRILLION annual market in the U.S. alone. But the way people buy/sell homes hasn’t changed in decades: slow, expensive, and full of friction. That’s where Opendoor ($OPEN) comes in. https://t.co/GIw4bjDVxY" / X
x.com/mszerencsy/status/1960037856430432525
Oct 12, 2025
1
AGI is an Engineering Problem | Vinci Rufus
www.vincirufus.com/posts/agi-is-engineering-problem/
Oct 12, 2025
5
Google Gemini
gemini.google.com/app/0497b43b66c16ce0
Oct 12, 2025
4
(1) Michael Szerencsy on X: "6/ This follows IonQ’s pattern of smart acquisitions—Qubitekk, Oxford Ionics, Capella, ID Quantique, etc. Each adds a piece: talent, tech, IP, deployment capability. With Vector Atomic, IonQ isn’t just scaling; it’s filling essential capability gaps. $ionq" / X
x.com/mszerencsy/status/1968299378466259094
Oct 12, 2025
1
(1) Michael Szerencsy on X: "1/ 🚀 Big news in quantum: @IonQ_Inc is acquiring Vector Atomic, a pioneer in advanced quantum sensors for Position, Navigation & Timing (PNT). This isn’t incremental — it’s transformative. $ionq https://t.co/ydRu0YXMw5" / X
x.com/mszerencsy/status/1968299368282546551
Oct 12, 2025
1
(1) Michael Szerencsy on X: "1/10 Everyone’s chasing $NVDA, $SMCI, $AMD. Meanwhile, $CAN (Canaan Inc.) trades near liquidation value despite exposure to AI chips + Bitcoin mining hardware. This is an asymmetric setup hiding in plain sight. 🧵 https://t.co/loBxWESEg3" / X
x.com/mszerencsy/status/1973833922929963455
Oct 12, 2025
1
Yapay Zeka Pekiştirme Boşluğu Analizi - Grok
grok.com/c
Oct 12, 2025
2
Michael Szerencsy on X: "1/ 🚨 $KRKNF is the only way for public investors to get exposure to Anduril, the $28B defense-tech unicorn founded by Palmer Luckey. Kraken Robotics acts like a call option on Anduril’s innovation and ramp-up success. 🧵👇 https://t.co/Zlk2ADtGg8" / X
x.com/mszerencsy/status/1975901437654954282
Oct 12, 2025
1
Google Gemini
gemini.google.com/app/8a2ca6e853831b43
Oct 12, 2025
1
(1) Michael Szerencsy on X: "3️⃣ $CLSK’s expansion mirrors what $IREN and $CIFR did before they exploded. Before pivoting into HPC, $IREN and $CIFR traded in lockstep with $CLSK. After pivot → both ripped far ahead. History rhymes. $CLSK may be next. https://t.co/EciQL1XwLj" / X
x.com/mszerencsy/status/1976400320415879484
Oct 12, 2025
1