Technowizard🇺🇸🇷🇺

20 | AI/Tech Engineer. Successfully predicted $USAR, $UNH, $LMT, $NOW. Bullish on $AVIV, $NICE, $BOT | Rare Earths • Geoeconomics • Drones/Defense

[Technowizard🇺🇸🇷🇺 @technowizard369]

$AVAV is a great play for drone/loitering munitions. Due to recent geopolitical tailwinds, demand for drones have increased not only in the United States defense sector, but also worldwide. Our adversaries watched USS aircraft battle carrier strike groups get saturated with drones and realized how critical it is towards fighting asymmetrical warfare against great powers. Russia is building more drones domestically than they have the manpower to deploy in Ukraine, its almost as if they are building it to overwhelm the air defense systems of Western Europe. If this continues, the entire national defense strategy of how warfighting is done will change. I have a strong conviction in this stock. And if I was not already invested in $NOW I would be buying $AVAV

[starmex @starmexxx]

A KOREAN PHD STUDENT PARSED 7,944 CLAUDE CODE SKILLS FROM GITHUB AND PROVED 33% OF THEM COST YOU MORE THAN NO SKILL AT ALL

the spacex ipo filing is over 300 pages and 500,000 tokens. almost nobody read it. $150 billion in demand, 2x oversubscribed, valued between $1.75 trillion and $2 trillion

kimi has a 262,144 token context window and reads up to 50 files in one session. it doesn't summarize sections separately, it holds the whole filing in view at once and finds contradictions between sections

it found that starlink arpu dropped from $99 a month in 2023 to $66 in q1 2026. more users every quarter, less revenue per customer. the user growth headline hides a shrinking economic engine

morningstar values spacex at $780 billion. the market values it at $2 trillion. both read the same filing. the gap is which sections they weighted and which connections they drew across pages

most people will form an opinion on this ipo from a 3 paragraph headline. the ones who upload the s-1 into kimi this weekend will see exactly what the institutional analysts saw

bookmark this and read the article below

[Xenova @xenovacom]

I gave Fable 5 one job: write custom WebGPU kernels for Gemma 4 inference.

It climbed to 84 tok/s, then hit a wall, insisting further optimization was impossible.

Hours later, Anthropic rolled back invisible LLM development safeguards, and it hit 255 tok/s.

The next day, access to Fable 5 was suspended globally.

[Technowizard🇺🇸🇷🇺 @technowizard369]

$NICE You are paying the same stock price in 2026 that it was in 2017 while sustaining a 300% INCREASE IN NET INCOME. This is an easy multi-bagger for a swing trade play over the next 5 years:

[Technowizard🇺🇸🇷🇺 @technowizard369]

I think that a lot of capital is exiting to buy the Space X IPO. And $NOW is a really good time to re-enter this stock at a good price:

[Technowizard🇺🇸🇷🇺 @technowizard369]

@ThierryBorgeat But AI space data centers galactic scale computing + NVDA?

[Technowizard🇺🇸🇷🇺 @technowizard369]

Just wait 61 days before buying Space X

[Technowizard🇺🇸🇷🇺 @technowizard369]

@CarsonTalkMoney And I thought I was tuff when I added a mere $50,000 in shares

[Technowizard🇺🇸🇷🇺 @technowizard369]

@Mr_Derivatives Actually, stay in cash unless you are buying niche stocks posing significant undervaluation

[Technowizard🇺🇸🇷🇺 @technowizard369]

It’s the stupid economy? no, it’s the economy, stupid!

[Technowizard🇺🇸🇷🇺 @technowizard369]

@Barchart Do not invest in tech stocks.

[Technowizard🇺🇸🇷🇺 @technowizard369]

Dr Evil and Mini Me POV:

[Technowizard🇺🇸🇷🇺 @technowizard369]

@joekent16jan19 The GOAT

[Technowizard🇺🇸🇷🇺 @technowizard369]

@SputnikInt No economy in Europe has its own supersonic missle procurements, space exploration, defense industry, transport, oil and gas, energy, AI all in one. Every European country even Germany relies on USA for their energy and defense

[Technowizard🇺🇸🇷🇺 @technowizard369]

@unusual_whales This is either the smartest thing a company will ever do in history, or the stupidest. And a trillion dollars is a price not worth answering that question.

[Technowizard🇺🇸🇷🇺 @technowizard369]

@joekent16jan19 Preach brother

[Technowizard🇺🇸🇷🇺 @technowizard369]

Retail slowly buying options to leverage is providing major institutional investors exit liquidity. I believe that the reason so many record numbers of retail investors are buying stocks at all time highs in 2026 instead of 5 or 10 years ago is because the algorithms are pushing.

[Technowizard🇺🇸🇷🇺 @technowizard369]

@PtrPomorski All quant and hedge funds will bankrupt. AI will be the next step in evolution to quant funds. And from what it looks like, its the beginning of a big, big bubble.

[Technowizard🇺🇸🇷🇺 @technowizard369]

@BWitchyProject At $15-19 a share I would buy it, yes. Currently, no.

[Technowizard🇺🇸🇷🇺 @technowizard369]

No major industry is growing faster in realized commercial terms as a percentage basis of total market cap than the robotics and automation industry. $BOT over the next 10+ years will pretty much outperform every other stock if they can capture even a fraction of the market.

[Technowizard🇺🇸🇷🇺 @technowizard369]

@BWitchyProject @antibearthesis You know I bought at $84 and it’s at $140

[Technowizard🇺🇸🇷🇺 @technowizard369]

@BWitchyProject @antibearthesis Did you listen to me? Its at $140 a share, up almost 100% from $84