Milan Ronvelwala

@kevinxu OMG DADDDDDY DROP IT

Just sold $BOT (still love the stock and i will be back!). New trade incoming. Subscribers got the first look. Writing up the thesis right now. Reminder: I'm a swing trader that goes all in 1 stock at a time. Often I swing back and forth between a few tickers. A really interesting stock just happened to catch my eye this morning.

@kevinxu MY DICK IS TINGLING WAITING FOR THE NEXT PLAY

spidey senses tingling... might wanna subscribe to get my next trade alert

@kevinxu I can’t wait for the next play.

@kevinxu Timeline? Today or next week? Want to see how much time I have to sub

@kevinxu Ohhhh baby let’s do it

@kevinxu Lmao ur too funny bro

@kevinxu Or price range where we start trimming ?

$BOT up +22% since my all in the buttons right there btw

@kevinxu Price target?

@kevinxu You mogged scerenity YOU OWN HER

“i hunt for asymmetric upside” brother you faded $BOT at $23 for photonics already up 10x

@kevinxu Wow wow wow I’m glad I held through the dip on Monday

@kevinxu Hey Kevin are you all in $BOT or still looking to open new positions.

people still think this is a demo they might run this for a whole year

@kevinxu I love this play

the kevin xu haters sure are quiet this morning $BOT (hey the widget finally works)

@kevinxu @Figure_robot Hey Kevin any new ideas or play? Robotics sector is hot. Any ideas or possibilities

i asked claude to scrape the views across all of @Figure_robot's tweets and you can see the exact moment the timeline got robo-pilled. feels like an inflection point for the entire robotics industry as a whole. the ramifications are wide and few understand.

@kevinxu $BOT did so well Friday. Would love to see a new banger

9 hours until god reports revenue $NVDA

@kevinxu Any new plays coming up?

@kevinxu Great call last week with $BOT HUGE RUNNER INTO AFTERNOON. Anything new you like for this week? Any hints?

gifting every graduating college student 10 shares of OpenAI stock could solve like 16 humanity-level problems at once incentive alignment folks

$TE: 🚨SITUATIONAL AWARENESS PURCHASES 10M SHARES OR 3.6% OF T1 ENERGY IN Q1. T1 ENERGY IS NOW SITUATIONAL'S 10TH LARGEST POSITION OUT OF 26 HOLDINGS. Situational Awareness LP is an AI-focused hedge fund founded by Leopold Aschenbrenner, the former OpenAI Superalignment researcher who wrote the viral 2024 essay “Situational Awareness: The Decade Ahead.” Its core thesis is not simply “buy AI software winners.” It is more like: AGI/AI scaling will create enormous bottlenecks in compute, power, data centers, semiconductors, networking/optics, storage, and energy infrastructure — and the best public-market opportunities may be in those bottleneck suppliers. The WSJ described the strategy as betting on global stocks that benefit from AI development, including semiconductor, infrastructure and power companies, plus some private AI investments such as Anthropic.

Leopold Aschenbrenner just filed a 3.6% stake in $TE. 10 million shares. $56.7 million position. The guy who turned $225M into $5.5B. I guess he sees the only fully vertically integrated US solar manufacturer with a 2.1GW fab coming online Q4 2026 too?

@kevinxu @101sfinance @shiri_shh Ignore the haters. Focus on the end goal. NEED FULL THESIS ASAP. 🚨 🚨

@101sfinance @shiri_shh dude.

$200/mo × 223 = $44,600/month. Proof you can make a living just sharing what you know on X