Jason Luongo ✓
@JasonL_Capital · joined 19 Oct 2017
NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓
65 037Followers
810Following
10 701Posts total
455.1KViews on collected posts
โพสต์ล่าสุด
กำลังค้นหาโพสต์ใหม่…
My buddy asked me to explain selling puts to him like he's 5…
I used the house down the street as an example.
"There's a $400K house you've had your eye on. You'd buy it tomorrow at $350K.
Now imagine someone handed you $4,000 today, just for promising that if it ever drops
1.7K views · 8 likes
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Warren Buffett's number one rule is simple.
Buy wonderful companies at a fair price and hold them FOREVER.
Here are 10 companies that pass the Buffett test:
1. $GOOGL - $346
Moat: Search, YouTube, and Android. Billions of people use them daily and nobody has replaced them in
102.1K views · 259 likes
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We have another @muse win!
I had muse call ATT for me and negotiate a lower Internet bill for my 2 homes. Both are fiber internet.
Muse patched me after verifying my identity and reaching the correct loyalty customer rep.
I just saved $1920 over the next 24 months on https:/
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Who wants to give @muse a try?
I got some invite codes!
Comment "muse" below, and I'll DM you an invite code.
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The total market cap of on-chain tokenized stocks is now up to $2.9 billion. That's an increase of 262% this year.
This opens up US equities to investors who otherwise might not have had access to these companies previously.
"We're at the beginning of a super cycle, and it's h
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JUST IN: Total market cap of onchain tokenized stocks hits a record $2.9 billion, up 262% this year.
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@JasonL_Capital $VPG is an interesting picks-and-shovels play on humanoid robotics. If production scales from prototypes into thousands of units, force and torque sensors could become a meaningful growth driver. You and @thectspot are two of my favorite follows for stock insights
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If you'd like to see how we use options to generate income on names like these, join our Options Income Community - 350+ members inside.
Get 25% off for life with code OPTIONS25 - only 50 spots at this price:
https://t.co/2JsjleVS7v
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Every humanoid robot is a bundle of chips, magnets, motors, sensors and connectors, and somebody has to sell all of it before a single robot walks.
Follow me @JasonL_Capital for more breakdowns on the supply chains behind the next buildout.
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10. $AMBQ - Ambiq Micro
Ambiq makes ultra low power edge AI chips, the kind that run always on sensing without draining a battery, and revenue grew 90% last quarter to $33.9M with full year guidance raised to about $135M. Growth outside its top three customers ran 143%. Today ht
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9. $MP - MP Materials
Every joint in a humanoid runs on a rare earth magnet, and MP is the only scaled US producer. The CEO said on the Q2 call that 30 to 40 million humanoids a year would consume 100% of global magnet production, China included. Commercial magnet shipments from
6.6K views · 11 likes
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7. $TSLA - Tesla
Tesla decommissioned the Model S and X lines at Fremont and is installing the first Optimus production line there, with Musk targeting roughly 1 million units a year for Optimus 3 and aspirationally 10 million a year for Optimus 4 in Austin. Tesla told https:/
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8. $OUST - Ouster
Ouster bought Stereolabs in February, and the CEO said on the Q2 call that every humanoid platform carries six to twelve cameras, a small subset add lidar, and there are 100 to 200 humanoid platforms in development right now. The new ZED X Nano camera was the h
6.9K views · 20 likes
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6. $XPEV - XPeng
XPeng commissioned an automated humanoid production line in Guangzhou last week with over 80% of core processes automated, and its IRON robot walked off the line. Mass production is targeted for the end of this year, with the CEO guiding to several thousand http
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4. $ON - onsemi
onsemi sells the power, motor control and image sensing chips that already sit inside factory robots, cobots and mobile robots, and management said at a conference last month that humanoids could hit a volume inflection in one to two years and mean more motors ht
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5. $AMZN - Amazon
Goldman's report frames Amazon as the earliest large adopter, and Amazon already runs more than 1 million robots across its network. Last month AWS and Nvidia announced that Amazon Robotics will adopt Nvidia's full physical AI stack, Jetson, Omniverse and https
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3. $MU - Micron
Every one of those robot brains needs memory. Micron did $41.5B of revenue last quarter against $9.3B a year earlier, at an 84.6% gross margin, with this quarter guided to $50B. Management has said HBM3E and HBM4 are fully booked through calendar 2027 with demand
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2. $NVDA - Nvidia
Nvidia is the brain and the training ground. Jetson Thor modules ship in Q1 2027 with 1X, Boston Dynamics, Amazon Robotics, FANUC and UBTech already signed on, and the Isaac GR00T reference humanoid is headed to research labs late this year. Goldman puts https:
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BREAKING: GOLDMAN SACHS JUST RAISED ITS HUMANOID ROBOT FORECAST BY 4.7X TO $138 BILLION FOR 2035
Here are 10 companies positioned to benefit the most:
1. $VPG - Vishay Precision Group
VPG makes the force and torque sensors that let a robot hand know how hard it is gripping. ht
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I saw this post and decided to give $META’s new ai tool @Muse a try.
I uploaded my current auto insurance and asked it to shop for cheaper insurance for me (while at the gym).
15 min later I’m saving $1156 a year 😂
I did not think it would be that easy lol. https://t.co/Qu1T
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เทียบกับบัญชีขนาดเดียวกัน
20 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.
ยอดดูมัธยฐาน7 402บัญชีนี้924ค่ามัธยฐานของ 10K–100K
การเข้าถึง, %11.38%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K
การมีส่วนร่วม, %0.22%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K
| ตัวชี้วัด | บัญชีนี้ | ค่ามัธยฐานของ 10K–100K | อัตราส่วน |
|---|---|---|---|
| ยอดดูมัธยฐานต่อโพสต์ | 7 402 | 924 | 8.01× |
| การเข้าถึง (ยอดดู ÷ ผู้ติดตาม) | 11.38% | 3.62% | 3.14× |
| อัตราการมีส่วนร่วม | 0.22% | 1.52% | 0.14× |
บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
7.3K16 Sep
6.9K
7.2K
6.6K
6.2K
6.4K
5.8K
1.6K
8.6K
7.1K
11.1K
19.9K
102.1K17 Sep
1.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.25%16 Sep
0.32%
0.17%
0.21%
0.21%
0.11%
0.10%
0.24%
0.21%
0.23%
0.67%
0.30%
0.29%17 Sep
0.81%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes38.0%1 179 in total
Reposts4.3%132 in total
Replies4.4%136 in total
Quotes0.4%12 in total
Bookmarks53.0%1 645 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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