Matthew Coz

[Matthew Coz @cozbear]

@shipper_now Shipper

[Matthew Coz @cozbear]

@DavidPawlan Sure sounds good

[Matthew Coz @cozbear]

@Activ8Insights Envirotech Vehicles, now Azio AI (AZIO). EV microcap. Texas campus story, up to 500 MW claimed. Closed July 2026.

[Matthew Coz @cozbear]

@Activ8Insights Ekso Bionics, now ChronoScale (CHRN). Exoskeletons. Applied Digital put its GPU-cloud unit into the listing and owns about 97 percent. Closed May 2026.

[Matthew Coz @cozbear]

@Activ8Insights Movano, now Corvex (MOVE). Health-ring company reverse-merged with a GPU-cloud firm. Closed March 2026.

[Matthew Coz @cozbear]

@Activ8Insights Healthy Choice Wellness, going to Host Digital (HCWC). Grocery reverse-merger with a data-center developer. Claims a 15-year, $1.25 billion lease for 43 MW in Oklahoma. Stores stay. Approved, not yet closed.

[Matthew Coz @cozbear]

@Activ8Insights Allbirds, now Smartbird (BIRD). Sold the shoe brand, kept the Nasdaq listing, hired an ex-AWS CEO, said it would sell GPU time. Rebrand closed June 2026. Not a large live fleet as of mid-2026.

[Matthew Coz @cozbear]

@JasonrShuman Love to grab an invite

[Matthew Coz @cozbear]

@Activ8Insights Very helpful data set.

[Matthew Coz @cozbear]

@pbteja1998 Great work and thanks for sharing!

[Matthew Coz @cozbear]

@ifilmbands @rocknrollofall Yes! If you didn’t say it, I would.

[Matthew Coz @cozbear]

@nicochristie Would love a code…

[Matthew Coz @cozbear]

@ChrisCotillo That does not change what the problem is.

[Matthew Coz @cozbear]

@TXMCtrades Ummmm, I’m pretty sure Maslow was not referencing home ownership in the hierarchy.

[Matthew Coz @cozbear]

@CGasparino @Harvard @realDonaldTrump @nypost @WhiteHouse Really? How do you write that article and come up with this tweet? Trouble - maybe…catastrophe (clock cleaned) - that’s ridiculous. And if it is truly no win, doesn’t that make you wonder what they might do? Share opinions but not as fact.

[Matthew Coz @cozbear]

@KurtSchlichter Your view of the historical trade relationships is myopic and let’s be clear, solipsistic. Some here are mistaking this as analysis. The fact that your 401K has been cut a bit - your sacrificice at the alter - will be dwarfed by what is to come IF these tariffs hold.

[Matthew Coz @cozbear]

@DrJStrategy Oh…astute observation. That’s how you think this works?

[Matthew Coz @cozbear]

@mikeharrisNY How long will it take you to confirm?

[Matthew Coz @cozbear]

@timsweetman @dklineii Yes, it works perfectly with live meetings. We’ve been using it for more than a year.

[Cyclone Rake @CycloneRake]

Uh oh. Cyclone Rake just gave me the keys to the proverbial castle aka the Twitter password.

a thread🧵