Joined August 2009
- Tweets 12,786
- Following 2,959
- Followers 68,909
- Likes 4,686
461 Photos and videos
Pinned Tweet
Apr 21
Find me here - investorsunderground.com/new…
Save the time - Don't wait for my tweets.
Get the best newsflow around.
All the news services congregate here.
Competitors and discords lurk
Where you at? Stop waiting"
5
6
18
29,200
Jun 12
$TTD settled with Publicis, stock was down huge in the past on this
big catalyst there adage.com/technology/ad-tech…
6
7
36
8,617
Jun 12
Quant desk calls out 17,3 M shares to buy of $RKLB on the Nazzy 100 addition when its added
8
5
24
8,552
Jun 11
JP Morgan out ve on Nokia $NOK , price target raised to $21 Mentions a undisclosed win at Google in the Data Center space.
The strong product line-up will position Nokia at the leading edge in the optical market. With Nokia’s own Indium Phosphide fab capacity coupled with its own packaging capability, Nokia has positioned its optical business for significant order & sales growth into 2027
New wins in Datacenter switching add another leg to Nokia's growth:
"We know from the company’s guidance that they won other hyperscaler/s as customers. Google $GOOGL has been talked of as a likely customer of Nokia’s switch products for over a year and they could be one of the new hyperscalers that the company has won business at. It is possible there are one or more other customers for the business"
10
43
261
137,024
Jun 11
Ken Griffin doubling down on his Miami bet After Mamdani Tax fight
Ken Griffin is expanding his bet on Miami with updated plans for a multi-billion dollar commercial tower and development along Biscayne Bay.
Griffin has revealed a proposal to construct a 300-unit apartment building and a 1,420-space parking garage, and has also bought up all of the units of a 22-story condo building across the street.
therealdeal.com/miami/2026/0…
5
3
19
7,602
Jun 11
on $SMSI new QCOM partnership Smith Micro Software (NASD: SMSI) was just added to the Qualcomm $QCOM Partner Network directory today. No PR yet. qualcomm.com/support/partner…
3
2
20
5,452
Jun 11
Love the shout out on the short report earlier on $ENSG
This is what it’s come down too….
““Left Disclosure”: As of the time and date of this report, Muddy Waters (defined below) is short the securities of, or derivatives linked to The Ensign Group, Inc. (ENSG) (the “Covered Issuer”). Upon publication, we intend to begin covering a substantial majority – possibly all – of our short positions. As we elaborate below, our risk reduction is not a reflection of a lack of conviction in our opinions or the facts presented; rather, it has to do with managing risk in a manner that is prudent for a fiduciary of our investors’ money.
6
3,804
Marc Lehman retweeted
Jun 11
Iran denies the existence of an agreement; Israel says no such agreement exists.
Jun 11
Trump has cancelled the attack on Iran tonight.
He claims there is an agreement
416
1,209
4,291
969,564
Jun 10
on $FRMI -
JMP CITIZENS out with a note says OpenAI has likely been
among several counterparties evaluating capacity with Fermi and thinks a big deal is coming.
8
12
78
56,556
Jun 10
$MU $SNDK
after locking up 2027 capacity, CSP leaders are also moving ahead of schedule to secure 2028 LTA supply
digitimes.com/news/a20260608…
2
10
37
8,976
Jun 10
From Raja
Applied Optoelectronics, Inc. $AAOI | Management Travel: CFO Stefan Murry investor meetings,
RJ/Street estimates remain well below AOI’s capacity plans, suggesting upward revisions are possible.
2
7
91
20,029
Jun 10
All is safe again for the AI infra. plays
Also,
$LITE ceo 2 days in a row @ Needham and Mizuho ve
2
1
55
9,138
Jun 9
Along side the Semianalysis piece today that bludgeoned the various tech sectors $AAOI $LITE
Quant Selling
May marked one of the strongest rebounds on record, with many indices posting historically strong 9-week rallies. Friday’s selloff likely did some technical damage to CTA/quant strategies, driving incremental unwind today.
2
2
40
14,106
Jun 9
This is a huge win for Intel $INTC -
Apple is now using Intel CPUS .
For the first time, Apple Intelligence workloads will run beyond Apple's own silicon, utilizing Google Cloud systems powered by NVIDIA GPUs.
The new implementation uses NVIDIA Confidential Computing with NVIDIA GPUs, Intel CPUs with TDX, and Google’s Titan chip. Apple says it has worked with Google to build additional protections beyond a traditional confidential computing deployment.
neowin.net/news/apple-is-exp…
5
24
142
18,788
Jun 8
$ZVRA We are increasing our PT to new street high $34/sh
CANTOR breaking in very positive on Zevra (ZVRA)
MIPLYFFA IP Extension Has a Significant Positive Impact to our DCF. Zevra announced a new Patent (No. 11,707,456) to the U.S. FDA for listing in the Orange Book for MIPLYFFA for Niemann-Pick disease type C. ● The patent expires on November 19, 2041. This will dictate when generic competitors can legally enter the market.
6
2
22
5,615
Jun 8
8
4
30
8,146
Jun 8
If you frequent in Coreweave $CRWV , this is worth 50 mins of listen from today
Brannin McBee, the co-founder and chief development officer of cloud company Coreweave
podcasts.apple.com/pl/podcas…
5
2
66
10,118