I’m done with X.
This feels like a top-down platform, not a place for the public to be heard. I’m see no upside here, so this is my last post.
Thank you to everyone who shared ideas and engaged with me. Wishing you well.
The account will go dormant.
Bots fighting bots, agents fighting agents.
Abridge founder Dr. Shiv Rao described one possible future in the TechCrunch article as “bots fighting bots, agents fighting agents.”
That phrase captures the danger: automation can lower the cost of starting a dispute without lowering the cost of resolving it.
Bot vs. bot, with the patient in the middle
Hospitals use AI to strengthen claims, insurers use it to scrutinize them, and the fight over a hospital bill gets faster not necessarily cheaper. https://t.co/awI3fLPw6J
Bot vs. bot, with the patient in the middle
Hospitals use AI to strengthen claims, insurers use it to scrutinize them, and the fight over a hospital bill gets faster not necessarily cheaper. https://t.co/awI3fLPw6J
Palantir owns 7% of an under-$1 stock most investors have completely overlooked.
They’ve quietly built OperatorOS an aviation-tech platform powered by $PLTR to solve airline operational chaos.
Now, they’ve just landed their first paying outside customer.
Read the full breakdown on
https://t.co/OTso2Zn0aA
Palantir owns 7% of an under-$1 stock most investors have completely overlooked.
They’ve quietly built OperatorOS an aviation-tech platform powered by $PLTR to solve airline operational chaos.
Now, they’ve just landed their first paying outside customer.
Read the full breakdown on
https://t.co/OTso2Zn0aA
Palantir-backed and already up over 40% since post , but has the market caught on yet? Big No.
It is a $5 stock
Volume is off the charts.
For $15/month subscription and with 1 week free trial.
Palantir owns 7% of an under-$1 stock most investors have completely overlooked.
They’ve quietly built OperatorOS an aviation-tech platform powered by $PLTR to solve airline operational chaos.
Now, they’ve just landed their first paying outside customer.
Read the full breakdown on
https://t.co/OTso2Zn0aA
Microsoft is putting compute-heavy agent and coding functions on usage-based billing while adding enterprise cost controls potentially boosting Copilot, Azure, and Microsoft 365 AI revenue.
Microsoft is surging after Microsoft unveiled a major Copilot overhaul: natural-language app building with Code, persistent AI agents via Autopilot, and direct Word, Excel, and PowerPoint integration in one workplace-AI app. $MSFT
Planet Labs ( $PL ) said Friday its second-generation Pelican-12 high-resolution satellite arrived in Florida for an upcoming launch on a SpaceX ( $SPCX) rideshare mission.
AMD is breaking out, but options positioning remains relatively defensive.
With put open interest still elevated, hedges will become incremental upside fuel . $AMD
Semiconductor index $SOXX is tearing through the upper vol band.
Momentum is expanding while puts still lead calls
A setup where defensive positioning can become upside fuel.
Alpha = early insight, defined risk, repeatable execution.
Our semiconductor thesis of Sep 5th preceded consensus: $SOXX is up ~10%, with select positions like $AMD up 25–30%+.
Read the full report below free for 3 days.
Then get the archive and active-trade notes for $120/year or $15/month starting with a 1-week free trial.
The Next Four Weeks Could Belong to Semiconductors
The case for semiconductors is strengthening.
SOXX, the iShares Semiconductor ETF, is holding a key area after a volatile pullback, while momentum and positioning are improving. Gamma exposure data is also aligning.
My new post lays out the bullish case, the key signals, and what would invalidate it. $SOXX $MU $INTC $MRVL
Read it here. - https://t.co/KixiLMyoUC
Planet Lab is setting up at a key support zone with one of the cleaner early-entry opportunities I’ve seen recently.
$PL This isn’t about chasing confirmation after the move. It’s about recognizing favorable risk/reward before the crowd does while risk remains clearly defined.
Full chart, levels, and trade plan:
https://t.co/Bz3jHcjcfL
AMD didn’t need to dethrone NVIDIA to beat it.
Since my April 23 bull-case note:
$AMD +106.1%
$NVDA +12.5%
The original thesis: AI execution and a shifting expectations gap can matter more than absolute market leadership.
Read the article - https://t.co/2hhLRgT8Ov
Ring Central What changed ?
RingCentral is pairing its recurring cloud-communications base with better cost discipline, cash flow, and an expanding AI product story. $RNG
$RNG Update: Target 1 Cleared at $66 | Eyes on Macro Target 2
Target 1 Cleared ($60.00 – $65.00):$RNG is trading through upper monthly volatility expansion at $66.00, following through into the volume air pocket above $56.93.
Macro Target 2: $75.00 – $80.00 (prior structural supply).
Trailing Shelf: $56.93 – $60.00 shifts to primary support.
As cash-flow conversion compounds, macro targets are likely to be Re-Rated higher.
High-Conviction Setups Before They Become Headline Tickers
Ride the trend. - Reported on July 28 - https://t.co/zTzHHqPGWR
$RNG Update: Target 1 Cleared at $66 | Eyes on Macro Target 2
Target 1 Cleared ($60.00 – $65.00):$RNG is trading through upper monthly volatility expansion at $66.00, following through into the volume air pocket above $56.93.
Macro Target 2: $75.00 – $80.00 (prior structural supply).
Trailing Shelf: $56.93 – $60.00 shifts to primary support.
As cash-flow conversion compounds, macro targets are likely to be Re-Rated higher.
High-Conviction Setups Before They Become Headline Tickers
Ride the trend. - Reported on July 28 - https://t.co/zTzHHqPGWR
Planet Lab is setting up at a key support zone with one of the cleaner early-entry opportunities I’ve seen recently.
$PL This isn’t about chasing confirmation after the move. It’s about recognizing favorable risk/reward before the crowd does while risk remains clearly defined.
Full chart, levels, and trade plan:
https://t.co/Bz3jHcjcfL