Fynamics

@StockMKTNewz These tech giants are outperforming established VCs and hedge funds.

This is how the largest public companies in world have performed so far in 2026 Nvidia $NVDA +15.5%🟢 Google $GOOGL +22.4%🟢 Apple $AAPL +13.6%🟢 Microsoft $MSFT -13.5%🔴 Amazon $AMZN +15.4%🟢 Broadcom $AVGO +19.7%🟢 Tesla $TSLA -5.3%🔴 Meta Platforms $META -7.6%🔴 Berkshire Hathaway $BRK.B -3.2%🔴 Eli Lilly $LLY -0.9%🔴 Walmart $WMT +8%🟢 Micron $MU +163.1%🟢

@Pregory1 Better question, why are you at Starbucks?

20 minute wait for a f***ing double espresso at Starbucks WTF. Slowbucks.

@StockMKTNewz I added it yesterday and called it on spaces. Among the cheapest fundamentals in large defense.

ChatGPT just added Leidos $LDOS stock in the Rallies AI Arena Also I created my own AI managed fund on Rallies ... I told it to buy stocks that Congress members own and Trump linked names/narratives That fund just bought Taiwan Semiconductor $TSM stock today

@cg9999999999 @Contagion0313 like it long term. I am accumulating a position. They got the best outcome out of an absolutely terrible WB deal and that was enough for me to start building.

@SpecialSitsNews Guess a pickup in subscription revenue can only help with the IPO.. only 49 posts left today😊

X SETS DAILY LIMITS FOR UNVERIFIED USERS AT 50 POSTS, 200 REPLIES & 500 DMS

Join us tomorrow Sunday at 2pm with @BlackScholesMan @Fynamix @sweden_ukr to talk defense sector. twitter.com/i/spaces/1PJqr…

@JaguarAnalytics it's close to a decade long backlog. 500 plane order vs a 200 plane order is nothing more than a narrative now . there no impact for years until it's time to firm up the order and assign production slots.

Trump wanted 500 plane order. Got 150. As he landed, beef licenses cancelled. Gets framed as “declining nation.” Sums up how this meeting is going. I learned a new word: “Thucydides”

@xstevezerox @Bigkev451 They are sandbagging mostly due to supply constraints. They can only work with the supply they receive from the likes of Broadcom. That’s not unique to them. But their valuation is not cheap, so market sold it off. Premium multiple needs in constrained growth to justify.

@Bigkev451 @Fynamix I was reading that $ANET is looking like its sandbagging its guidance a bit - any thoughts

@everytimeicash Strength of Commercial Aerospace as defense has been weakening supports a big move coming in BA. Fundamentals improving, production increasing & consequently cashflow. Getting debt down fast is the first step to sustained profitability & Boeing is moving in the right direction.

$BA Pay my guys their money ✈️💰💰

@Vashusharma2810 @MonetiveWealth Never ever use twitter desktop again… ever and check security settings every day

@Fynamix @MonetiveWealth Tough experience but great to see you back. What lessons did you learn from the security breach?🤔

Good Morning. I started @monetivewealth account 4 years ago to learn & share ideas. It worked until this April, when the account was compromised, twice inspite of security settings & vigilance. I closed the account & now, I have created this one to continue what I enjoy doing.

@JaguarAnalytics lol

It’s Christmas Day. Strait of Hormuz is still closed. Trump has won 8 wars against Iran.

@StockMarketNerd 46b won’t cut it. If it is on the market, 60b of actual funds might get ebay board the respond.

@ArchaicTriad @BlackScholesMan Back and hopefully for good this time.

@BlackScholesMan @Fynamix -good to see you back Monetive. Hope you are now out of the week long disruption.

Lets eat cake and talk Geopol x.com/i/spaces/1OGwb…

@StockMarketNerd It’s not even killing contact center software yet, look at FIVN

If AI isn’t killing Atlassian & Twilio. AI isn’t killing software.

@StocksOnSpaces PWR up 15%

@Bigkev451 Kevin, thanks for QCOM, took that yesterday morning.