Intoobus

@ChrisCamillo Do you have any current plays on agentic AI and/or physical robots? Seems like a big talking point from Nvidia GTC

never felt better about my AI trades

@bitfunded Bitfunded: AI like every comment, make no mistakes

The reply thats gets 0 likes receives 100K Bitfunded challenge. Winner announced in 24 hours 🤝

@elonmusk @JessePeltan Elon, what do you think of EVOTLs and battery powered planes

@JessePeltan Inevitable

EVs, solar, and batteries are going to crush the geopolitical power of oil. Plan accordingly.

@BETA_aircraft Can't wait! Anything you can tell us about the plan ahead?

BETA’s participation in the FAA and U.S. DOT's eVTOL Integration Pilot Program pulls our business forward by a year. We were selected in more states than any other company in the industry, represented in 7 of the 8 selections and touching all 26 states participating in the program. This is a direct result of our real-world experience and focus on safe design and high-quality production. Now we’ll build on that track record with partners across the country, delivering cargo and medical missions and supporting operations with our growing network of aircraft chargers to power the future of flight. We’re ready to advance American aviation and get to work. Read more here: url.us.m.mimecastprotect.com/s/kTUXC4xq7xCy…

@adcock_brett Main questions 1. Do you think the robot can reproduce the outcome in a different household environment with different lighting? 2. How many attempts did it take for this outcome?

Today, Figure is showing another major milestone towards a robot in every home Running Helix 02, cleaning a living room fully autonomously

@adcock_brett For someone just starting out in robotics, what do you think would be the best ways to learn?

I’ve never seen this much progress in robotics In the lab, we’re watching AI capabilities emerge that we didn’t even know were possible I’ll show you tomorrow 9am pt

@ChrisCamillo @DumbMoneyTV Have you looked into Worldcoin? A crypto backed by Sam Altman for telling the difference between AI and humans. Definitely a risky play, but could be a potential play

A lot of savvy socialarb traders in our @DumbMoneyTV community see Cloudflare as a primary beneficiary of the tidal wave that is the Openclaw, agentic AI movement. I see the thesis but haven’t done the work to fully flush it out or determine how much of the projected benefit is likely to surface in today’s earnings report. $NET

@crux_capital_ Do you think Google's smart glasses would use Kopin? I know they have a history together

$KOPN Full deep dive posted! Here's a snippet: My focus on for KOPIN is driven by a singular, overlooked reality in the current defense landscape. The company has successfully transitioned from a commodity component manufacturer into a high-stakes subsystem integrator whose technical success is now directly tied to the national security interests of the United States. The operational shifts completed over the last year suggest a massive disconnect between its current ~$480m mkt cap and its role as an indispensable partner for the Department of Defense and future growth. Full article in comments!

@ChrisCamillo What do you think of ARM as they are starting to become a dominant player in AI cpu chips as they are being integrated with Vera Rubin. Also a potential shortage of AI CPU chips

Give credit where it’s due. Boston Dynamics is the current F1 of humanoids and has been for years. Performance, especially gross manipulation, is just one KPI. It says nothing about task completion, mean time between failures, supply chain readiness, scalability, cost, hardware durability or lifespan, or safety. Hype videos don’t crown winners. We’re still about a year away from even trying. But congrats to the BD team on the progress and partnership with DeepMind.

@ChrisCamillo @Banksy668 Have you heard of AMBA, chip maker primarily for vision/camera AI? Was wondering if you had any opinions and think that their lower power consumption can lead to big results going forward with physical AI

@Banksy668 Massive cash, strong team, polarizing leader. Too early for conviction. 2026 will be the tell when meaningful KPIs matter more than slick demos.

@ChrisCamillo Chris are you bullish on Figure Ai? What’s your view on the valuation of the company long term?

@ChrisCamillo Are you buying the dip in times like this to your top companies?

Took a long time to appreciate balance as an investor and the skill of making fewer but smarter and more deeply researched trades.

Unpopular opinion: extended trading hours aren’t needed and are terrible for investor health. With the efficiency of modern electronic markets, hours should be shorter, not longer.

@ChrisCamillo @halldj00 @davehanson @jordan_mclain I'm assuming the episode will mainly be about the SpaceX news, but will we get a Bloom Energy video? Excited to see your opinion on data centers in space

@halldj00 Friday, assuming @davehanson and @jordan_mclain can do it

Menlo Park might be the worst Christmas tree market on earth.

@AZ_Intel_ These Mr. Beast videos are getting out of hand

WATCH: 18-wheeler transporting vehicles struck by train in Schertz, Texas. "Police said an 18-wheeler transporting cars had been stopped on the south part of the tracks when it was struck by a train heading westbound. No injuries were reported, and the train did not derail." - KSAT

@manztrades What do you think of ASPI? I'm trying to do some research into it as well

shill me your favorite Nuclear play for the next 12 months in the replies i’m listening

$OKLO 1W New buy. Nuclear lit up today. Microsoft 20 Year Deal with CEG for 800M Per Year. Couldn’t ignore size of that deal. Expecting Sector outperformance into End of Year as narrative grows. Personally think Altman will be a major player here. I am Long from 7.80’s Today. NFA Enjoy your weekend.

@unusual_whales Can we pay off the government debt instead?

BREAKING: Trump has said again that he is considering taxpayer rebates of $1,000 to $2,000 using tariff money

@AZ_Intel_ If the government shuts down this means it will not spend as much money, right? Right?

@Mr_Derivatives Do you think SPACs will make a comeback as more speculative plays go higher?

Worked again lol.

$HIMS here we go again…

@adcock_brett Good to see you guys Figure out those problems 😉

Been at Figure all weekend, cranking with the team I’ve never seen so many difficult problems being solved, all in parallel We have a ton of impressive updates the next several weeks, buckle up!

@ChrisCamillo Do you think autonomous driving companies will largely benefit from the step forward in the technology? I'm specifically looking at AUR but don't know if it's too early

Big Tech has kicked off an acquisition arms race. They see what’s coming: AGI, automation, robotics, and they’re overspending to own the foundations. The global economy’s being rebuilt, and there’s a tiny window to claim a seat at the top.

@chamath Are you still planning on doing the SPAC? If so any updates

What I Read This Week… Over the weekend, the U.S. military launched a coordinated long-range airstrike targeting Iran’s underground nuclear enrichment infrastructure, including the buried Fordow facility. Multiple B-2 bombers dropped 30,000 lb precision-guided bunker buster munitions to strike the targets. U.S. intelligence assessed that Iran was stockpiling 60% enriched uranium and that diplomatic efforts since March had broken down. The strike aimed to eliminate Iran’s ability to enrich uranium to weapons-grade levels and delay any breakout capability, while also avoiding U.S. casualties or a protracted ground conflict. In response, Iran launched a missile strike at Al Udeid Air Base in Qatar, which was pre-warned and caused no damage to the base. Yesterday, President Trump announced a 24-hour phased ceasefire agreement, with Iran halting attacks at hour 12 and Israel at hour 24. Both sides were reported to have conducted strikes after the agreement, although this could be due to military operations already in motion and the lag between ceasefire and full tactical compliance on the ground.