Dan | FinTwit Debunker

Self-directed investor. Real positions, real risk. Cutting through FinTwit noise with data, not narratives. Long $TSLA $ENPH. No sponsors.

[Dan | FinTwit Debunker @CaliDebunks]

I’ve held $TSLA through -60% drawdowns. Watched $ENPH double while FinTwit called it dead. Learned the hard way on $QS. 25 years of real money investing taught me one thing: conviction + patience beats narratives every time. That’s what I post here. 🐣

[Dan | FinTwit Debunker @CaliDebunks]

$SPCX IPO June 12. $75B raise largest in history. $1.75T valuation. Tesla already owns a stake via its $2B xAI investment converted to SpaceX equity. This isn’t speculation it’s in the S-1.

[Dan | FinTwit Debunker @CaliDebunks]

The SPCX merger is the biggest trade setup of 2026. Here’s everything you need to know before June 12.

[Dan | FinTwit Debunker @CaliDebunks]

@garyblack00 Gary Black nails the SPCX S-1/A dilution math. 28% dilutive for SPCX holders if all-equity merger at current multiples. But $TSLA holders get SPCX equity in return net positive long term if the combined entity re-rates. Short term pain, long term optionality. Still long LEAPS.

[Dan | FinTwit Debunker @CaliDebunks]

@BullTheoryio Burry’s Valor/xAI/Apollo pipeline diagram is real and sourced. Every step legal, every step disclosed but engineered across 12 layers to move GPU risk onto retirees via Bermuda captive at 16x leverage. The question isn’t legality. It’s: who carries the bag if xAI stumbles?

[Dan | FinTwit Debunker @CaliDebunks]

The $36B Apollo/Blackstone Anthropic deal is NOT Anthropic taking on debt. It’s a SPV buying Google TPUs and leasing them back. Anthropic’s balance sheet stays clean. Broadcom backstops the senior notes. This is structured finance 101 not a liquidity vacuum. Read before you CAPS LOCK.

[Dan | FinTwit Debunker @CaliDebunks]

@daltonbrewer $TSLA 5-year base on the monthly log is real. The pattern has played out twice before. $3000 is the math if history rhymes. The catalyst this time isn’t just EVs it’s Robotaxi + Optimus + SPCX ecosystem. Long LEAPS Jan 2027. Let the base do its work. ⚡

[Dan | FinTwit Debunker @CaliDebunks]

@ZaStocks $PLTR: 130x P/S. NVDA: 20x. Anthropic: 20x. OpenAI: 21x. Palantir is more expensive than the chip maker and the AI builders. Someone’s paying a lot for the story.

[Dan | FinTwit Debunker @CaliDebunks]

@ZaStocks Za nails it on software AI winners. $SNOW +54% this week is exactly that dynamic. $NOW is doing the same. Investor Day $30B subscription target by 2030, weekly RSI at decade lows before the move. When the market finds a software AI winner, it doesn’t wait. Long $NOW LEAPS.

[Dan | FinTwit Debunker @CaliDebunks]

@MerlijnTrader $BTC pattern vs December 2025 is valid. But December had no $75B SpaceX IPO inject in 2 weeks. Macro context changes everything. $66K-$62K possible so is a reversal if SPCX triggers risk-on. Watching both scenarios.

[Dan | FinTwit Debunker @CaliDebunks]

@signulll @Micro2Macr0 Decoupling enterprise value from labor.” OpenAI: ~6,000 people, $300B+ valuation = $50M value per employee. In 2000, Microsoft needed 40,000 people for similar scale. This isn’t a bubble it’s a structural shift. And we’re early.

[Dan | FinTwit Debunker @CaliDebunks]

@LEAPTRADER_ $33T added to S&P 500 since ChatGPT launched Nov 2022. 70% from AI stocks. This is why Burry’s “1999 bubble” comparison misses the point in 2000, the internet hadn’t created $23T in real market value in 3 years. Different scale, different fundamentals. Still long.

[Cassandra Unchained @michaeljburry]

There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs.

[LEAPTRADER @LEAPTRADER_]

Data center construction has officially overtaken general office buildings as a share of private construction spending, and the gap is widening fast.

From the CHIPS Act + ChatGPT launch in late 2022 to today, Data Center construction is exploding while office space continues its decline.

𝗕𝘂𝗹𝗹𝗶𝘀𝗵 𝘀𝘁𝗼𝗰𝗸𝘀 𝘁𝗵𝗶𝘀 𝗰𝗵𝗮𝗿𝘁 𝘀𝗰𝗿𝗲𝗮𝗺𝘀 𝗳𝗼𝗿:

✅ $NVDA Still the pick-and-shovel king for AI GPUs powering these centers

✅ $AVGO Networking chips & custom ASICs critical for massive AI clusters

✅ $AMD Growing AI GPU and accelerator player

✅ $MSFT Heavy data center buildout for Azure & OpenAI

✅ $AMZN Massive AWS data center expansion

✅ $NOK Networking infrastructure leader for data center connectivity

✅ $NBIS AI-native cloud & GPU cluster builder

✅ $CRWV Specialized AI cloud infrastructure powerhouse

The AI infrastructure supercycle is here and it’s getting built right now.

[StockBaron Trading @StockBaron_]

$IBM YOU SAY? Check out @salmaogs Flow post from 5/21. I thought everyday watching the stock fly, WHY DIDN’T I TAKE THOSE CALLS! DAMMIT!

They are now up 597% or 6.97x ROI from the cost on her post. How much easier is it for you to subscribe to her & make near 7x your money? 😎

[Dan | FinTwit Debunker @CaliDebunks]

@tspencer322 $TSLA ascending channel is real. $475 is the next resistance. But “green god candle” isn’t analysis it’s emotion. SPCX IPO June 12 is the real macro catalyst to watch. Long LEAPS.

[Dan | FinTwit Debunker @CaliDebunks]

@Danny_Crypton $SPCX IPO June 12. $75B raise largest in history. But “biggest insider cashout”? Musk isn’t selling a single share. Dual-class structure keeps him in full control. Know the facts before the narrative. $TSLA implications = worth watching closely.

[Dan | FinTwit Debunker @CaliDebunks]

@Micro2Macr0 $NOW weekly RSI at decade lows, down 50% from highs, while guiding $30B subscription revenue by 2030. Sometimes the best setups are the most uncomfortable ones. Long LEAPS Jan 2027.

[Dan | FinTwit Debunker @CaliDebunks]

@pdicarlotrader $IREN 33FVB flipping green after months of consolidation. Add the $2B convert capped at $110 the company itself is pricing in a move much higher. Long and patient. 🚀

[Dan | FinTwit Debunker @CaliDebunks]

@Micro2Macr0 $ENPH 18x in 2 years = ~$1,150 from $64. Bold. But it hit $336 in 2022 on pure residential solar. Now add AI data center transformers as a second engine demos coming later this year. “If they execute” is doing a lot of work. Long LEAPS Jan 2027. Watching closely.

[Dan | FinTwit Debunker @CaliDebunks]

@scottmelker Peter Schiff has been wrong on $BTC since $1,000. Now at $77K, down from $126K ATH, he finds his moment. Fair point on short-term weakness. But gold bugs calling crypto dead every cycle is its own meme at this point.