YeahDave (@yeahdrdave) 's Twitter Profile
YeahDave

@yeahdrdave

ID: 942906776562819072

calendar_today18-12-2017 23:57:48

1 Tweet

104 Followers

537 Following

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Holy crap. From the $CCCX Infleqtion CEO: "we’re exploring ways that we can come together and create some kind of joint product offering, because it does enhance the capabilities of especially the NVIDIA Jetson GPUs" "NVIDIA is approaching the quantum market in the most

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$TE T1 Energy - Prelim Q3 2025 Results Continued revenue growth amid U.S. solar manufacturing expansion 24 Q4 -> $2.9M 25 Q1 -> $53.5M (+1745%) 25 Q2 -> $132.8M (+148%) 25 Q3 -> $210M (+58%, just reported) 25 Q4 -> $313M (+49%, expected) Growth is fueled by increasing

$TE T1 Energy - Prelim Q3 2025 Results
Continued revenue growth amid U.S. solar manufacturing expansion

24 Q4 -> $2.9M
25 Q1 -> $53.5M (+1745%)
25 Q2 -> $132.8M (+148%)
25 Q3 -> $210M (+58%, just reported)
25 Q4 -> $313M (+49%, expected)

Growth is fueled by increasing
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Small Cap Anduril partners/suppliers: Ouster $OUST vs Kraken Robotics $KRKNF / $PNG $OUST trades on the NASDAQ. $KRKNF is OTC. Revenue: Profit: Kraken Robotics does sound cooler though...

Small Cap Anduril partners/suppliers:
Ouster $OUST vs Kraken Robotics $KRKNF / $PNG 
 
$OUST trades on the NASDAQ.  $KRKNF is OTC.

Revenue:

Profit:

Kraken Robotics does sound cooler though...
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$CCCX This was huge. Plus seeing the Infleqtion logo behind Jenson and the submarine news. Will go over all of the details later. Typical "sell the news" short term price action is silly.

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Meanwhile $CCCX Infleqtion's quantum computer doesn't need the huge cryogenic chandelier and can sit on your lap There's a video of the CEO holding it up with his hands during an interview.

Meanwhile $CCCX Infleqtion's quantum computer doesn't need the huge cryogenic chandelier and can sit on your lap

There's a video of the CEO holding it up with his hands during an interview.
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I agree solar needed mentioning twice. Everyone's sleeping on solar, clouded by past "renewable energy" drama. No one cares if it's "renewable." It's energy desperation season. Give me the fastest deployable energy NOW! I have billions in chips sitting idle! $TE + $EOSE $FLNC

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$ENPH (solar + battery) is getting crushed after reporting earnings despite beating across the board, due to poor Q4 guidance from tariff headwinds. Meanwhile, $TE (US solar) and $EOSE (US battery) have signaled the opposite. The balance is shifting to US domestic manufacturers

$ENPH (solar + battery) is getting crushed after reporting earnings despite beating across the board, due to poor Q4 guidance from tariff headwinds.

Meanwhile, $TE (US solar) and $EOSE (US battery) have signaled the opposite. The balance is shifting to US domestic manufacturers
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$ASTS Ah so this is what Elon/SpaceX was trying to distract everyone from with the sudden PR blitz of old SpaceX+Apple articles. 10 year deal worth billions...

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$EOSE People being scammed by a total nonsense short report by "fuzzy panda"? Using old testing/prototyping data and presenting it as new, etc. Total scam. Grabbed some $12 shares pre-market. After all the crazy news I didn't think we would get sub $13 but I'll gladly take it.

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$EOSE And so it begins. 228MWh out of an existing backlog of $3B dollars worth of MOU orders that are still to come. Just a reminder this company did $15M in revenue last year, was guiding for a massive increase, market laughed at that, 30% short interest, & shorts have added!

$EOSE
And so it begins.  228MWh out of an existing backlog of $3B dollars worth of MOU orders that are still to come.  Just a reminder this company did $15M in revenue last year, was guiding for a massive increase, market laughed at that, 30% short interest, & shorts have added!