zachfox35

barely getting by

[zachfox35 @zachfox35]

@stocktalkweekly There’s thousands that are thankful for the opportunity you’ve provided and even more to come. Your selfless approach to teach and provide opportunity for others is unmatched. Enjoy the holiday brother.

[Odd Diligence @OddDiligence]

$QTUM added 121,717 shares to $HQ yesterday

QTUM added 411,559 $HQ shares in the 4 days last week

QTUM now owns 95.2% of $HQ free float

And at last week's pace, QTUM will own > 100% of $HQ free float by Wednesday

[zachfox35 @zachfox35]

@kiantrades For the love of the game?

[zachfox35 @zachfox35]

@kiantrades @kevinxu Bodied

[zachfox35 @zachfox35]

@pennycheck reshort BBAI?

[Glitched Deals @GlitchedDeals]

your dad genuinely does not want anything

so here are 10 things under $100 he’ll pretend he didn’t need but use every weekend

griddle. cornhole set. cordless car vac. it’s all there.

https://t.co/4j8aER2FDn #ad

[zachfox35 @zachfox35]

@fivepointscap CAI

[zachfox35 @zachfox35]

@SuperDuperInvst Cmon …

[zachfox35 @zachfox35]

@Remzztrades ENPH

[KawzInvests @KawzInvests]

The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE

Now look at the rest of that board.

> Penny Herscher, who also chairs on $LITE
> Mark Papermaster, the sitting CTO of $AMD
> Ian Colle, who ran Advanced Computing at $AMZN
> And now David Heard former CEO of infinera now at $NOK

David Heard's resume before Nokia is the part that matters most. He was CEO of Infinera, the photonic chip company Nokia bought for $2.3B. Before that JDS Uniphase, Lucent, AT&T. Four decades inside optical networking.

That Infinera deal turned Nokia from a reseller of someone else's photonics into a vertically integrated optical company with its own chips. Optical Networks grew 20% year over year in Q1 2026 and management raised Network Infrastructure guidance from 6 to 8% to 12 to 14%.

So the man who built Nokia's optical business now sits across from the chair of Lumentum and the CTO of AMD on the same nine person board.

Full deep dive on $NOK and $PENG in the comments.

[zachfox35 @zachfox35]

@spacanpanman Any plans for revisit PGY?

[Wall St Engine @wallstengine]

Booz Allen Hamilton $BAH partnered with Anduril to deploy Booz Allen mission software and cyber tools on Anduril’s Menace compute systems and Lattice platform.

The setup combines situational awareness, cyber/RF effects and Zero Trust security, with demos planned at SOF Week 2026.

[zachfox35 @zachfox35]

@A_May_MD & @peter_mantas you lads are my go to resource for all technical / medical interpretation on bios. Have either of you looked at $SLS ?

[zachfox35 @zachfox35]

@Remzztrades CLFD

[Serenity @aleabitoreddit]

“Robotics may be the biggest product category of all time” - $CDNS CEO.

“The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.”

Extremely bullish on robotics/humanoids directionally.

But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?

[zachfox35 @zachfox35]

@Mike10947310 But do you want one

[Danny Naz @ThePupOfWallSt]

Shared this setup on $EOSE with subs on 4/30, forecasted a move to $11.58... exactly where we rejected off this morning on ER.

My eye for upside targets is spot on. Hope you join : )

Money printer go brrrrrrrrrrr

Join here → https://t.co/5tf3nOH6fj

[zachfox35 @zachfox35]

@peter_mantas Big WGS insider buy. Do you have buy levels or general catalyst thoughts?

[zachfox35 @zachfox35]

@TheRealNasa00 @grok Bus

[George Koutalidis @geokoutalidis]

$NBIS: Goldman's 10x token-consumption chart is effectively a consumer-agent inference demand chart. Agents multiply model calls, context reuse, tool outputs, reflection loops, and long-context state, shifting the bottleneck from raw FLOPs toward tokens-per-GPU, KV-cache efficiency, memory bandwidth, and sustained utilization.

That is why Nebius buying Eigen matters: Eigen's inference and post-training optimization stack plugs directly into Token Factory at exactly the moment when efficiency stops being a feature and starts being the moat. Higher throughput, lower cost per token, stronger unit economics.

$NBIS owns the capacity, the customers, and now the optimization layer. Legendary timing.

@nebiusai