I replace tech teams with AI agent pods. DevOps, security, compliance, data engineering. Claude Code native. DM me BUILD
Seattle
Joined September 2012
- Tweets5.5K
- Following1.9K
- Followers1.3K
- Likes8K
dp | ai agents retweeted
You’re bearish? Elon is letting you drive around in a UFO, and you’re bearish?
dp | ai agents retweeted
🇺🇸 USA: Bans Huawei & BYD, calling them national security threats
🇨🇳 China: Blocks Starlink, YouTube & X and builds its own alternatives
🇮🇳 India: If India does the same for national security...
Elon: “CRIME AGAINST PEOPLE OF INDIA” 🤡
dp | ai agents retweeted
Let me get this straight… WOW.
The insider conviction was STRONG.
The fundamentals were there.
Retail sentiment was off the charts.
And here we are — $VST +12%. ⚡️
Sometimes the setup really is that obvious.
Let me get this straight.
Nancy Pelosi bought $VST around ~$170.
Donald Trump bought $VST around ~$160.
Peter Thiel bought $VST around ~$158.
David Tepper bought $VST around ~$155.
CEO Jim Burke bought $VST at ~$135.
At the same time:
$VST trades at just ~13x forward earnings.
It’s down over 35% from ATH.
It’s secured 20-year nuclear PPAs with $META & $AMZN.
AI power demand is creating a structural bottleneck for reliable power.
FY26 EBITDA & FCF are expected to grow 20%+ YoY.
Today, you can buy $VST below almost ALL of them at ~$138.
Do with this information as you will.
dp | ai agents retweeted
Stop chasing randomly! The real 10x stocks are only hidden in these 9 waves!
Wave 1 (Semiconductor Kings): $NVDA , $ARM , $AMD , $AVGO , $INTC , $TSM
Wave 2 (Memory Chip Explosion): $MU , $WDC , $STX , $SNDK
Wave 3 (Optical Modules / Optical Communication): $NOK , $LITE , $COHR , $AAOI , $GLW , $CIEN , $MRVL
Wave 4 (AI Computing Power & Data Centers): $IREN , $CIFR , $WULF , $CORZ , $NBIS , $CRWV , $SMCI , $DELL
Wave 5 (Core Networking Equipment): $ANET , $AVGO , $MRVL , $CSCO
Wave 6 (Power / Grid / Thermal Management): $VRT , $ETN , $GEV , $CEG , $SMR , $OKLO , $VST
Wave 7 (Raw Materials / Rare Earths): $MP , $USAR , $UUUU , $FCX , $AA
Wave 8 (Space & Aerospace): $SPCX , $ASTS , $RKLB , $LUNR , $PL
Wave 9 (End-Application Plays): $TSLA , $PLTR , $SYM , $SERV
If this helps you, like + follow + share.
(Not financial advice — DYOR)
dp | ai agents retweeted
$VST up nearly 10% is the reaction I was looking for after the DoE announced up to $4.2B in financing to upgrade its nuclear plants in Pennsylvania and Ohio.
The plan preserves nearly 4 GW of existing generation while adding another 433 MW of capacity.
dp | ai agents retweeted
U.S. TO OFFER VISTRA $VST $4B LOAN TO BOOST NUCLEAR POWER OUTPUT
dp | ai agents retweeted
This man is a hero.
Captain Smit Machchhar, the Indian captain of flydubai Flight 1073, fought back after being stabbed in the cockpit.
Despite being severely injured, he managed to unlock the cockpit door - allowing Israeli passengers and the Emirati crew to intervene and save all the passengers.
Together, their extraordinary courage saved 174 lives.
Indian. Israeli. Emirati.
Different nationalities. One extraordinary act of courage. 🇮🇳🇮🇱🇦🇪
We wish Captain Machchhar a full and speedy recovery.
dp | ai agents retweeted
BREAKING: Anthropic has filed for an IPO, per Reuters
Readers added context they thought people might want to know
Anthropic has not filed a public IPO registration. Reuters obtained and exclusively reported details from a non-public prospectus; no Form S-1 for Anthropic PBC appears on SEC EDGAR.
reuters.com/business/finan…
anthropic.com/news/confident…
sec.gov/cgi-bin/browse…
dp | ai agents retweeted
Huge Print $NOK Size: 5000000 Price: 6.94 Time: 1441 Amount: $34,700,000.00
dp | ai agents retweeted
“When I put up a slide that says ‘Here’s why you shouldn’t buy this company,’ the first response was laughter. Then you could see them physically relax. It’s sincere; it doesn’t smell, feel, or look anything like sales. They’re no longer being sold.”
