It’s been a little disappointing to see a pattern with some people I've interacted with on X:

- try to engage with the same audience, then quickly move toward aggressively monetizing it

- get upset when I choose not to participate in or amplify paid groups

- throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals

When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts.

One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone.

I think this definitely resonated with folks given my follower growth.

But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls.

My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100.

All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to.

I just prefer sharing the ideas openly and letting everyone decide for themselves.

Many ideas have worked out well: $AXT(AXTI.US), $Nebius(NBIS.US), $Aehr Test(AEHR.US), $Micron Tech(MU.US), $Intel(INTC.US), $EWY, $Marvell Tech(MRVL.US), $Lumentum(LITE.US), $RPI, $IQE, $SOI, $Tower Semicon(TSEM.US), $Arm(ARM.US), $Coherent Corp.(COHR.US), and a lot more.

Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding.

Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $Churchill Capital XI(CCXI.US), $XFAB and the broader CPO/humanoid themes.

Some are brand new like Etron/ESMT for DDR2/DDR3.

And many like $Jabil(JBL.US) to Murata to $Maxlinear(MXL.US), I just share for fun to see if the idea is right.

Not every idea will be right. That's part of research.

But I'd much rather have an X where people openly publish the thesis and reasoning so everyone can learn from it.

Than one where information increasingly disappears behind $100 paywalls or becomes diluted with engagement-bait noise.

Hopefully I can help create a new culture on X rather than amplify the old one.