Stock Fox

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Stock Fox

Stock Fox

@realstockfox

Early and long $RKLB, $HOOD, $HIMS, $NBIS, $ONDS investor. Providing deep dives, DD, and stock analysis. Current swing: $RDDT. Not financial advice

เข้าร่วม Ocak 2026
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Stock Fox
Stock Fox@realstockfox·
@rawsalerts Isn’t the first thing an attacker does is blow up the enemy’s runways to limit their ability to respond?
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R A W S A L E R T S
R A W S A L E R T S@rawsalerts·
🚨#BREAKING: Denmark has reportedly prepared a contingency plan to blow up and destroy key runways in Greenland if the United States ever attempted an invasion
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Stock Fox
Stock Fox@realstockfox·
@EndWokeness If we can’t pass 80/20 issues we really are cooked
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End Wokeness
End Wokeness@EndWokeness·
NEW CBS POLL: 80% of the US favors a law to require photo ID to vote 99.5% of House Dems voted against it
End Wokeness tweet media
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Stock Fox
Stock Fox@realstockfox·
Your portfolio is like a bar of soap The more you touch it the smaller it gets
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Leading Report
Leading Report@LeadingReport·
BREAKING: President Trump on Iran: I’m not putting troops anywhere.
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Alejandro₿TC
Alejandro₿TC@Alejandro_XBT·
A generation that won’t exist in 10 years is choosing the path for the next one.
Alejandro₿TC tweet media
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Owen Shroyer
Owen Shroyer@OwenShroyer1776·
In this short clip Netanyahu: -Insults Christians & Jesus Christ -Asserts there's no purpose in being a good person -Says we have no choice but to fight Israel's wars -Subtly threatens us if we don't
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Polymarket@Polymarket·
BREAKING: Trump reportedly told inner circle that mass deportation policies went too far, directed top advisors to "adopt a new approach."
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Stock Fox
Stock Fox@realstockfox·
@KobeissiLetter What are we going to do with the massive office buildings that are empty?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion. Meanwhile, the value of offices under construction are down -13%, to $43.5 billion, the lowest since October 2015. Since November 2022, when ChatGPT was launched, data center construction is up +228%. Over that same period, office construction is down -38%. AI is reshaping the US economy.
The Kobeissi Letter tweet media
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Stock Fox
Stock Fox@realstockfox·
@RepLuna I thought this would be wrapped up on day 1 tho? We are now over a year in
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Rep. Anna Paulina Luna
Peace talks with Russia are still very much alive and there is no indication they are helping Iran. Anyone saying otherwise is lying.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸 🇮🇷 The Iran war is already shaping 2028 Vance hasn't decided whether to run in 2028, telling close associates his fourth child coming this summer and family life take priority. But the people around him are already gaming out how this war defines the next Republican primary. If the conflict drags on for months, whoever seeks the GOP nomination will have to answer for it. Vance built his political identity on opposing forever wars. Now he's the vice president of an administration running one. Every week Operation Epic Fury continues, the distance between his brand and his record grows wider. Source: WaPo
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Mario Nawfal@MarioNawfal

🇮🇷🇾🇪 Senior Houthi official warns attacks are "coming soon" and tells Arab states not to intercept missiles from Iran and its allies. The Houthis just announced themselves as the next front in this war. As if nine countries weren't enough, Iran's Yemeni proxy is about to make it ten... Source: AJA

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zerohedge
zerohedge@zerohedge·
SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE SUPER MICRO: US UNSEALED INDICTMENT OF 3 PEOPLE LINKED TO CO SUPER MICRO: US INDICTMENT LINKED TO EXPORT-CONTROL VIOLATIONS
Supermicro@Supermicro

👋 Welcoming to the Supermicro booth at NVIDIA GTC 2026: @NVIDIA Founder & CEO Jensen Huang! Supermicro Founder & CEO @charlesliang reunited with Jensen to explore cutting-edge solutions for AI training, inference, edge, and storage! Celebrating over 20 years of partnership, we're continuing to push the boundaries of innovation. @NVIDIAAI #GTC2026 #AIFactories #AI

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Stock Fox
Stock Fox@realstockfox·
@NoLimitGains What will be the first thing to go? Housing? Inflation? Debt?
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NoLimit
NoLimit@NoLimitGains·
Nobody can sell their house. Nobody can afford to buy one. Retail can barely afford groceries. Companies can’t afford to refinance their debt at current rates. $9 trillion of US debt rolls over this year. But sure, we’re good.
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Iran's strike on Qatar gas facility will take up to 5 years of repairs and cut production by 17%
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Stock Fox
Stock Fox@realstockfox·
@HeroDividend The war is probably over, then tomorrow its back on for months.
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇮🇱 Israeli Prime Minister Netanyahu says "I'm alive, and you're all witnesses."
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The S&P 500 erases losses and turns green as US oil prices fall below $93/barrel.
The Kobeissi Letter tweet media
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Stock Fox
Stock Fox@realstockfox·
@KobeissiLetter Sounds like a pretty good thing to do. Id imagine $AMZN will reap some major benefits long term
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.
The Kobeissi Letter tweet media
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Stock Fox
Stock Fox@realstockfox·
GPUs steal the spotlight, but hyperscalers are bottlenecked by ultra-fast data movement and clean high-current delivery, exactly where $TSEM dominates. Leading specialty foundry with its PH18 Silicon Photonics platform for 1.6T+ optics, co-packaged engines, and optical circuit switching. Now adding Gen3 smart-power silicon to crush the exploding AI power wall. Growth drivers stacking fast: • SiPho revenue +115% last year (now 27% of total) • Record $1.57B FY revenue, Q1 ’26 guidance +15% YoY • 5x SiPho capacity ramp by end-2026 (70%+ already booked through 2028) • Deep AI partnerships (NVIDIA, Oriole, Scintil) + multi-fab moat At ~$18B market cap this scaled execution story remains asymmetric versus the multi-billion AI connectivity + efficiency TAM. High-conviction name. What are you seeing on the SiPho ramp timeline? NFA / DYOR
Stock Fox tweet media
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