Luke Martin
Luke Martin|5月 27, 2026 14:20
Back in 2019 when Keith Gill (roaringkitty) was buying GME and livestreaming his thesis which eventually convinced an army of believers to join him. It still took over a year to move +$1B in mkt cap. Now on any random Wednesday an anon twitter account can fire off a tweet and cause a semiconductor stock to rip +$1B market cap gain in one trading session. XFAB jumped +77% higher & triggered multiple volatility halts. From a single tweet. I remember back when the Gamestop financial populism frenzy was happening it felt like the whole world was watching. They made a movie about it. National news story for weeks. All over CNBC, CNN, every algorithm. In the end it was a +$23B move fueled by enough retail willing to pile into a single name for a chance to get rich while some hedge funds got squeezed. What happens when funds, retail, governments, are all piling into single names from whatever ai-theme gets hot next? When the hot ball of money isn't just chasing vapor meme-stocks but instead aping into companies with real narratives during the most explosive bull mkt in history... Most people wouldn't have even noticed that XFAB move unless you're perma-online aping ai plays already. It really feels like the climax of all this is gonna be 100x bigger with even faster velocity. Buckle up, it's only accelerating.(Luke Martin)
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