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 2091177173789069797,2026-08-22T14:54:25.000Z,post,"It's been fun to read these US Gov fact sheets (few a week) recently. Earlier this week was ""Golden Age of Space Transportation"", with $SPCX hard carrying the launch sector like Faker. And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030. This month we also had: - Drone component tariffs - American Mining / Critical Mineral deals - Polysilicon supply chains tariffs and a lot more... So helpful to see what sectors US policy is focusing on.",RKLB|SPCX,https://x.com/aleabitoreddit/status/2091177173789069797,2091177173789069797,
 2091264273007960320,2026-08-22T20:40:31.000Z,post,"Apparently, $RDDT thinks $MRVL had two major catalysts recently: The $12.2B Google TPU ecosystem agreement. And… Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo",MRVL|RDDT,https://x.com/aleabitoreddit/status/2091264273007960320,2091264273007960320,
 2091488091110531106,2026-08-23T11:29:53.000Z,post,"Having a mid-X identity crisis rn: ✓ saw 2025 ideas from $AXTI to $NBIS play out with everyone ✓ we got $AMD bandanas ✓ #1 most subscribed person on X by accident ✓ Chinese “White Hair” nicknames ✓ 1M followers Still here to track ideas, but what’s the next side quest?",AMD|AXTI|NBIS,https://x.com/aleabitoreddit/status/2091488091110531106,2091488091110531106,
+2091612406900564407,2026-08-23T19:43:52.000Z,post,"After watching clips of China's humanoid Olympics... I think we're cooked chat. Still can't believe $GOOGL sold Boston Dynamics, don't think we have another humanoid that can backflip. https://t.co/uERCqW85F5",GOOGL,https://x.com/aleabitoreddit/status/2091612406900564407,2091612406900564407,
+2091755022937940422,2026-08-24T05:10:35.000Z,post,"""At dawn begins an economic D-Day, The single greatest financial offensive ever marshalled against an adversary"", per Bessent in FT. The US would target nations that engage with Iran's economy and financial system. Press conference is today 1 PM ET. Not quite sure markets would appreciate this, but we'll see.",,https://x.com/aleabitoreddit/status/2091755022937940422,2091755022937940422,
+2091843192639672553,2026-08-24T11:00:56.000Z,quote,"Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more). What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET. And I'll be consistent with my own positions like AOI. However, the reason I'm still overweight on AOI vs. the rest (looking at you Poet): Is that AOI is actually capacity constrained with high demand visibility. In terms of timing: - AOI should have waited until completion of 1.6T qualifications (expected in the next few weeks) - Could have used other structures like convertible notes above market prices. But they did it on the drop from $220 -> $130, and it's likely there will be short term structural overhang whenever they want to tap into it. I don't have to support every single business decision to remain long.",AAOI|IREN|POET,https://x.com/aleabitoreddit/status/2091843192639672553,2091843192639672553,2090904029651939443
+2091851831718879660,2026-08-24T11:35:16.000Z,post,"$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardless, humanoids + physical AI sector funding is really taking off.",AMZN|NVDA|XPEV,https://x.com/aleabitoreddit/status/2091851831718879660,2091851831718879660,
+2091889047325335611,2026-08-24T14:03:08.000Z,quote,"Bro why are we fighting a Trade War with our friendly Golden Retriever named Canada. Shouldn't we be focusing on Iran today? Trump: Announces 50% Tariffs On Cars, Automotive Parts, and Steel From 2027. https://t.co/40SbPDPMFC https://t.co/HMwTkoXxR1",,https://x.com/aleabitoreddit/status/2091889047325335611,2091889047325335611,2091755022937940422
+2091909391238979970,2026-08-24T15:23:59.000Z,post,"$NVDA, following their $20B deal... Announces Groq3 LPX now in full production. With $NBIS the first to adopt through Nebius token factory. - 3,400 tok/s in Artificial Analysis benchmarking running Gemma 4 31B, with 100k token context - 4x faster responsiveness than the nearest alternative Thing that caught my attention.. was a former press release after Nvidia's $2B investment into Nebius. That it would support their ""early adoption of Nvidia's latest generation"" architectures. Guess we're seeing that special treatment here.",NBIS|NVDA,https://x.com/aleabitoreddit/status/2091909391238979970,2091909391238979970,
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