ES X
2.5K posts

ES X
@EscapeistX
✝️🙏 Tweets on road to ETM ⚔️ yt automation & growth & stocks & crypto
Katılım Temmuz 2023
1.2K Takip Edilen232 Takipçiler
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@MMatters22596 Agree, been looking at $TSLA lately, feeling to reduce my position a little.
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$XPEV is a way better investment than $TSLA
-Strongest YoY growth in sales of any car manufacturer (+331%)
-Humanoid robots able to work in factories, going into massproduction 2026
-Producing their own Edge-Inference AI Chips (Stronger than $TSLA's)
Vertical Integration for EV's, Humdanoids, eVTOL's and VW Cars.
-$XPEV is the first company to operate a fully built eVTOL production facility-the world's first factory for flying cars.
And they already have an entire production-year worth of preorders.
The market is projected to hit $200B by 2035.
-Massive amounts of Data from EV's to train AI
-Projected to become profitable in 2026
Iron is going head to head with Optimus, Xpeng is the fastest-growing car manufacturer in the world, while trading at a ridiculously low P/S of 2.67. (Tesla 16.54)
Absolute no-brainer in my opinion.

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ES X retweetledi

@cmsinvests I rotated to quantum from semis, 7% of my portfolio rn NFA.
In $IONQ & $INFQ and other position through an etf.
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Is there even anyone in the world who has had this high of YTD?
Serenity@aleabitoreddit
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK Do you remember all of these anon?
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ES X retweetledi

The sectoral rotation away from Semiconductors will be the most important market event of the next 3 years.
These are the sectors and stocks to watch:
Software
1. $PLTR
2. $ZETA
3. $TEAM
4. $APP
Robotics
1. $XPEV
2. $OUST
3. $AMBA
4. $SYM
Energy
1. $OKLO
2. $VST
3. $LEU
4. $EOSE
Space
1. $RKLB
2. $ASTS
3. $RDW
4. $LUNR
Autonomous Warfare
1. $EOS.AX
2. $KTOS
3. $AVEX
4. $ONDS




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@EscapeistX @MMatters22596 One of the OGs here🙏
I really appreciate this kind of support, you're always welcome!
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Our eyes are already focused on the FUTURE.
Right now, we’re looking for the most promising ROBOTICS stocks to invest in — and two names stand out to us:
$SYM & $OUST.
1. Symbotic ($SYM)
An AI-powered warehouse automation giant with a record backlog of ~$22.7B and a transformative long-term partnership with Walmart as its anchor customer.
2. Ouster ($OUST)
The “eyes factory” for robots and physical AI — producing digital LiDAR sensors that help autonomous machines navigate warehouses, factories, and the real world.
Both offer tremendous asymmetric upside potential.
Especially $SYM looks extremely promising to me.
What’s your take on the robotics sector?
What’s your highest-conviction pick?


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ES X retweetledi

Instagram is for the girls
X/Twitter is for high IQ chads and girls with elite senses of humor
TikTok is for dopamine addicts or teenagers
Hinge is for the most desperate people alive and beta cuck males paying $49/week to get ignored
Reddit is for dudes researching peptides made in a Serbian bathtub
Strava is for emotionally unavailable marathon runners
Facebook is for divorced townies and your aunt posting AI Jesus photos
LinkedIn is for corporate fan fiction
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@MMatters22596 @Florian_0707 I remember when I followed you and you had like 4 followers I believe gs
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@Florian_0707 Thanks bro 🙏
That's my alternative, but definetly possible.
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@stevem_ayo @BourbonCap Good job, I got in at $20 and made my average there, was not the biggest of positions but despite the rise still made good cash.
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@EscapeistX @BourbonCap Funny to read this bc my journey w intc started at $51 in 2021. Added throughout 2022-2026 eventually got a $31~ average. Although all the gains did come very quick now.
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My swing trade account right now is 3 names:
$NOW
$SOFI
$IREN
$NOW still looks undervalued to me for the quality of the business.
$SOFI looks oversold for a company still putting up 40%+ revenue growth, 35% member growth, record profitability, and a CEO who keeps buying stock with his own money.
And then there’s $IREN.
I had $NBIS before the big rally and it did exactly what I wanted it to do.
Now I think it’s $IREN turn.
AI infrastructure, power, data centers, compute demand… this theme is still very early.
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