@FrontRangeHQ Avatar @FrontRangeHQ Front Range Capital

Front Range Capital posts on X about ai, $flnc, $krknf, $aehr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 41.58% finance 17.82% technology brands 12.87% countries 4.95% automotive brands 3.96% currencies 1.98% cryptocurrencies 0.99% celebrities 0.99%

Social topic influence ai 16.83%, $flnc #27, $krknf #29, $aehr #10, $acls #21, in the 8.91%, meta 7.92%, $oii #14, $meta #467, $te 6.93%

Top accounts mentioned or mentioned by @aleabitoreddit @thematictrader @michaelsikand @rjccapital @sunvmikey @deepinference @kobeissiletter @yodastockinvest @jrouldz @spacanpanman @resourcebull @citrini7 @jackfarley96 @krossroads @zephyrz9 @logicalthesis @wealthmatica @theronnievshow @shaileshaic @marketplunger1

Top assets mentioned Fluence Energy, Inc. (FLNC) Axcelis Technologies Inc (ACLS) Oceaneering International Inc. (OII) Metadium (META) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Energy Fuels Inc. (UUUU) Rubrik, Inc. (RBRK) Freeport-McMoRan Inc (FCX) Teradyne, Inc. (TER) Cloudflare, Inc. (NET) MP Materials Corp. (MP) Tesla, Inc. (TSLA) Sandisk Corporation (SNDK) Nebius Group N.V. Class A Ordinary Shares (NBIS) BWX Technologies, Inc. (BWXT) Synaptics Inc (SYNA) TMC the metals company Inc. Common Stock (TMC) USA Rare Earth, Inc. Class A Common Stock (USAR) Microsoft Corp. (MSFT) eToro Group Ltd (ETOR) Natera, Inc. Common Stock (NTRA) Insmed, Inc. (INSM) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Viavi Solutions Inc. Common Stock (VIAV) Iridium Communications Inc. (IRDM) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Celsius Holdings, Inc. Common Stock (CELH)

Top Social Posts

Top posts by engagements in the last [--] hours

"@resourcebull @Citrini7 @JackFarley96 FWIW $VECO and $ACLS are merging in a stock deal. $ACLS will own about 58% of the combined company"
X Link 2026-01-05T05:08Z [---] followers, [---] engagements

"This is a really interesting idea $ETOR We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last month https://t.co/oH3PUkAyb4 We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last"
X Link 2026-01-15T16:42Z [---] followers, [----] engagements

"@aleabitoreddit FYI $ACLS and $VECO are merging and will be under the $ACLS ticker. The stock merge is something like 60/40 in favor of Axcelis"
X Link 2026-01-22T16:04Z [---] followers, [----] engagements

"The Push For Subsea Supremacy featuring Anduril $KRKNF $OPTT $OII Modern combat is becoming dominated by drone warfare. The Russian invasion of Ukraine proved that. The same shift will play out under water. The next battle is for subsea supremacy. The Arctic is thawing. This is opening up trade routes making the region the next geopolitical theatre. This is one of the reasons the US is so interested in Greenland. But ice still makes surface navigation difficult so UUVs will be critical for situational awareness. $OPTT just signed a contract with the Department of Homeland Security in"
X Link 2026-01-28T04:34Z [---] followers, [----] engagements

"I really like these chokepoint plays especially when it fits the military spending theme and ai semis theme. $CPSH looks really interesting I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy"
X Link 2026-01-29T18:42Z [---] followers, [---] engagements

"Time to long his [--] biggest positions. $NTRA $INSM $TEVA Arise shadow Fed chair Stan Druckenmiller https://t.co/1PQEjuwWdW Arise shadow Fed chair Stan Druckenmiller https://t.co/1PQEjuwWdW"
X Link 2026-01-31T23:05Z [---] followers, [---] engagements

"Adding $NBIS here. Pretty sure this is the best chart I've ever made"
X Link 2026-02-02T16:15Z [---] followers, 20.8K engagements

"Didnt post moves yesterday so Ill post both todays and yesterdays moves Yesterday: Added to $VIAV Added to $OII Added to $MU Cut $ACLS Cut $IRDM Cut $MELI Cut $META Raised a good chunk of cash yesterday which was very nice today Today: Added to $KRKNF Added to $BWXT Trimmed some $FLNC Cut $AMD https://twitter.com/i/web/status/2019143269809287575 https://twitter.com/i/web/status/2019143269809287575"
X Link 2026-02-04T20:17Z [---] followers, [---] engagements

"@Kross_Roads @SunvMikey Yeah agreed. Now just gotta hold thru all this vol. The big boys ( $META $GOOG ) are increasing their capex should directly benefit $AEHR"
X Link 2026-02-05T13:51Z [---] followers, [---] engagements

"@zephyr_z9 Does this involve moving to burn in level testing at the die level to ensure known good dies before stacking $AEHR"
X Link 2026-02-07T09:47Z [---] followers, [---] engagements

"@LogicalThesis $HIMS stock now on GLP1s with all the underweight ratings theyre about get"
X Link 2026-02-08T00:05Z [---] followers, [---] engagements

"Today's moves: New Position $NBIS $87.26 Added to $FLNC at $30 Added to $SHMD at $9.86 Added to $SYNA $83.56 Cut rest of $UUUU for small gain. Reasoning is it lost 9/21ema and still looks extended on the weekly. Will definitely revisit lower. Cut rest of $CELH at [-----] from $40.98 Reasoning is it lost 21ema and 50d. Looks fine on weekly but ready to take profits and have cash ready to add to other positions or start new ones. https://twitter.com/i/web/status/2018423810102616385 https://twitter.com/i/web/status/2018423810102616385"
X Link 2026-02-02T20:38Z [---] followers, [---] engagements

"$AMPX has struggled to break through $15. Domestic manufacturing is big news. They can now build batteries for defense contracts"
X Link 2026-02-03T15:36Z [---] followers, [----] engagements

"Timber $SLV BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7 BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7"
X Link 2026-02-05T03:37Z [---] followers, [---] engagements

"Excellent read and why I remain bullish on $GOOG $MU and the AI build out theme https://t.co/XSV2g4VfMe https://t.co/XSV2g4VfMe"
X Link 2026-02-05T19:51Z [---] followers, [---] engagements

"$SHMD amazing strength again today. Dips to the 21d ema continue to get gobbled up. Added some more myself"
X Link 2026-02-05T20:01Z [---] followers, [---] engagements

"$OII looks fantastic on the monthly. This breakout over the monthly looks to be continuing unlike Aug/Dec [----] when it came crashing back under. Holding shares April 30c and March 40c. https://twitter.com/i/web/status/2019846971335536732 https://twitter.com/i/web/status/2019846971335536732"
X Link 2026-02-06T18:53Z [---] followers, [---] engagements

"Yea what he said. Stop buying $SHMD so I can grab some more shares on the cheap $SHMD Whatever you DO NOT buy a pure play glass substrate microcap Nothing to see here at all. https://t.co/bB8VjCfuSA $SHMD Whatever you DO NOT buy a pure play glass substrate microcap Nothing to see here at all. https://t.co/bB8VjCfuSA"
X Link 2026-02-08T15:34Z [---] followers, [---] engagements

"Im all out of $FLNC but just saw this massive call order from Friday. $5 Million in premium"
X Link 2026-02-08T15:59Z [---] followers, [---] engagements

"Very tame day in the market compared to last week. Mostly sat on my hands. Added some $META back over the 9/21 daily and weekly EMAs. No sells today"
X Link 2026-02-10T02:11Z [---] followers, [--] engagements

"Buying back into $AMPX at $11.09 right at the weekly [--] ema"
X Link 2026-02-11T20:50Z [---] followers, [---] engagements

"Put your hands up in the $AEHR $AEHR just got derisked by $TER earnings. The numbers don't lie Q4 Rev: $1.08B (+43% YoY) AI Rev: 60% of total (guided for 70% Q1 2026) Q1 Guide: $1.2B (Street was at $942M) Teradyne is guiding 25% above consensus purely on AI demand. The market for AI test is vertical. Aehr https://t.co/zcenMLsIa2 $AEHR just got derisked by $TER earnings. The numbers don't lie Q4 Rev: $1.08B (+43% YoY) AI Rev: 60% of total (guided for 70% Q1 2026) Q1 Guide: $1.2B (Street was at $942M) Teradyne is guiding 25% above consensus purely on AI demand. The market for AI test is"
X Link 2026-02-05T04:21Z [---] followers, [---] engagements

"Im not really trusting a Green Day today (assuming we have one based on pre market). Seems more like short covering going into the weekend. Will look for continued strength before adding anything in size"
X Link 2026-02-06T13:55Z [---] followers, [--] engagements

"Todays moves: Small add to $AEHR Small add to $AMKR Small add to $VPG new position $LASR new position $AMPX completely cut $GLDD $AEHR are $AMKR thesis are playing out. Adding on strength. Can always cut the new shares if a big move back down happens. $VPG Thesis looks got based on earnings. Robotics related sals are rapidly increasing. Dont care about the short term sell to from EPS miss right now. Been looking to get back into $AMPX for a bit and this level is much better than when I chased. Held 50d and is sitting on weekly 9ema. $LASR add on the news today regarding lasers shooting down"
X Link 2026-02-11T22:33Z [---] followers, [---] engagements

"@DeepInference Not the one youre talking about but thats part of my $KRKNF thesis"
X Link 2026-02-02T22:57Z [---] followers, 22.8K engagements

"Todays moves: Added more $SHMD this morning. Added more $GOOG this morning. New position $GLDD $FLNC completely cut the position. Glad I took some risk off into earnings after running up so much. Last cut was 20% so ecstatic to still come out solidly green. Cut $AEHR options. Half just over break even and the other half up 15% on the early morning pop. Still holding all of my shares. Cut $FCX options for a 35% loss. Holding all my shares https://twitter.com/i/web/status/2019520193349972074 https://twitter.com/i/web/status/2019520193349972074"
X Link 2026-02-05T21:15Z [---] followers, [---] engagements

"$SYNA with a nice report. The edge AI thesis is playing out"
X Link 2026-02-05T21:47Z [---] followers, [----] engagements

"Mike dropping some great knowledge here. He touches on outsourcing idea gen but building your own conviction to size correctly. Hes put out a lot of great info $SHMD that has helped build my own conviction on the company. It is important to remember that many investors have bad hit rates even if they are good investors (power laws and all that). Its also why its extremely dumb to outsource conviction. Oversizing any position means you probabilistically will lose money on said position For It is important to remember that many investors have bad hit rates even if they are good investors (power"
X Link 2026-02-10T20:04Z [---] followers, [---] engagements

"@DeepInference I wrote a deep dive on $KRKNF battery tech here 👇 The $KRKNF SeaPower" Battery Deep Dive [--]. The Tech The core problem in underwater robotics is pressure. At [----] meters deep the ocean exerts over [----] psi. To keep batteries from crushing engineers historically had two bad options: -Option A (Pressure Vessels): Seal https://t.co/MrQDpQ5wME The $KRKNF SeaPower" Battery Deep Dive [--]. The Tech The core problem in underwater robotics is pressure. At [----] meters deep the ocean exerts over [----] psi. To keep batteries from crushing engineers historically had two bad options: -Option A"
X Link 2026-02-03T06:33Z [---] followers, [---] engagements

"Massive news for $AEHR. The CEO told use this was coming during the earnings call but great to see it actually happen. Ill get even more excited when they announce orders for FOX-XP systems for less hyperscalar customers"
X Link 2026-02-11T15:10Z [---] followers, [---] engagements

"$ACLS has been on a 15%+ tear to start the year on NO news. Why Memory Similar to $AEHR their growth is moving away from SiC/EV and moving towards AI driven products. HBM makers $MU SK Hynix and Samsung are all Axcellis customers. HBM requires more wafers per bit of memory than DRAM. More wafers more ion implantation. HBM wafers get thinner as they get stacked [--] [--] or even [--] times. Thinner wafers need precision ion implantation to prevent damage to the vias (vertical connections between the layers). HBM runs really hot. Precision ion implantation reduces leakage which keeps each memory bit"
X Link 2026-01-12T20:55Z [---] followers, [---] engagements

"@aleabitoreddit Warsh has talked about the deflationary force that is AI. On the bright side hell be quick to cut rates into the scenario youve laid out"
X Link 2026-02-16T01:31Z [---] followers, [----] engagements

"@wealthmatica I think $META knocks out earnings and finally breaks this $675 level and recovers the 200d sma"
X Link 2026-01-26T21:43Z [---] followers, [---] engagements

"@michaelsikand $NET for edge security. Smaller than $APPL but not exactly small"
X Link 2026-01-26T22:01Z [---] followers, [---] engagements

"@KobeissiLetter Wonder what the Polymarket odds are for him to TACO by end of day tomorrow"
X Link 2026-01-26T22:04Z [---] followers, [---] engagements

"Adding some $NET afterhours around $190. Taking a closer look at $RBRK tonight but at a glance planning to add. " The future requires infrastructure (security connectivity low-latency compute) and Cloudflare is building for exactly that. More agents means more internet traffic and more need to protect against bot abuse and fraudulent queries. Management sees this clearly. On the Q3 call CEO Matthew Prince said: The agents of the future will inherently have to pass through our network and abide by its rules. " Wolfie: $NET Stock Catching a Little Clawdflare' "What happened Over the weekend"
X Link 2026-01-26T22:40Z [---] followers, [---] engagements

"@KobeissiLetter All that to basically be flat 😂"
X Link 2026-01-27T03:40Z [---] followers, [----] engagements

"@RJCcapital $ECG"
X Link 2025-12-09T04:21Z [---] followers, [----] engagements

"@TheRonnieVShow $FLNC is fantastic. The grid is going to be a powerful market theme for the foreseeable future. https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-named-tier-1-energy-storage-supplier-sp-global-commodity https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-named-tier-1-energy-storage-supplier-sp-global-commodity"
X Link 2025-12-11T23:36Z [---] followers, [---] engagements

"@shailesh_aic Ive started looking into $ACLS and I really like their role in the semis market. They are the gold standard when it comes to producing SiC. I foresee a large demand for SiC as data centers are build/updated for 800v and as the grid modernizes to solid state transformers"
X Link 2025-12-12T23:12Z [---] followers, [--] engagements

"The material used in many of these cutting edge power chips is SiC. SiC can handle much larger voltages which is important as data centers move to 800vdc. Switching frequencies and on-off times are quicker allowing for smaller peripheral components and thus smaller packaging all around. SiC is very difficult to manufacture. Many of the companies in your diagram are customers with $ACLS. They are the premier provider of SiC ion implantation tools in the US"
X Link 2025-12-17T02:10Z [---] followers, [---] engagements

"@marketplunger1 $PLPC"
X Link 2025-12-18T16:28Z [---] followers, [---] engagements

"@YodaStockInvest Nice list What are your favorite indirect AI companies Mine are $TE $FLNC and $PLPC for power"
X Link 2025-12-20T17:11Z [---] followers, [---] engagements

"This is one of the reasons I like $AEHR and $ACLS. 800vdc requires SiC power chips to handle much higher voltages. $ACLS is the premier ion implanter for SiC with a near monopoly at the cutting edge. SiC is extremely difficult to make and results in a lot of early failures. This is where $AEHR comes in. They make machines for burn in. They test all of dies before theyre packaged to weed out the failures. This step is crucial so that EVs and data centers dont have early life SiC power chip failures. You think you've seen a lot of Capex spending You ain't seen nothing yet: here are all the data"
X Link 2025-12-23T21:38Z [---] followers, [---] engagements

"@SunvMikey Nice find. This is probably why $ACLS is ripping today too. They supply the SiC ion implantation tools to $ON. My DD on $ACLS actually led me to $AEHR funny enough"
X Link 2026-01-02T20:28Z [---] followers, [---] engagements

"Massive jump in battery build out last year. No reason itll slow down as AI data center build out continues to ramp up. I wouldnt be surprised to see a re-acceleration of solar. $TE $FLNC $EOSE US solar additions were provisionally 6% lower in [----] than [----] yet solar still met 61% of new power demand ☀ Meanwhile batteries surged in [----] installing more than twice the capacity of [----] 📈 https://t.co/NhRAuAH0Je https://t.co/18iKrePVh9 US solar additions were provisionally 6% lower in [----] than [----] yet solar still met 61% of new power demand ☀ Meanwhile batteries surged in [----] installing"
X Link 2026-01-17T16:04Z [---] followers, [---] engagements

"The new normal for day center build outs. $TE $FLNC The Meta Cluster in Arizona combines [---] MW of solar with a [----] MWh storage system Hybrid energy sources behind-the-meter accelerate time to power for data centers https://t.co/AM6GKS0XYT The Meta Cluster in Arizona combines [---] MW of solar with a [----] MWh storage system Hybrid energy sources behind-the-meter accelerate time to power for data centers https://t.co/AM6GKS0XYT"
X Link 2026-01-20T01:59Z [---] followers, [---] engagements

"Lots of uncertainty right now. Adding a small hedge via march $70 $ARKK puts"
X Link 2026-01-21T18:22Z [---] followers, [--] engagements

"Solar and batteries are the quick install solutions data centers need for their growing power needs. $TE $FLNC BESS made up 25% of new US grid capacity added in the first half of [----] Solar and storage accounted for 82% of the total https://t.co/9ZSpVfpEsI BESS made up 25% of new US grid capacity added in the first half of [----] Solar and storage accounted for 82% of the total https://t.co/9ZSpVfpEsI"
X Link 2026-01-22T01:01Z [---] followers, [----] engagements

"$OII starter position initiated today. Theyre primarily an subsea oil&gas robotics company growing their aerospace and defense segment. As the arctic thaws its becoming a point of interest geopolitically. The US is keen on tracking foreign subs in the area. $OII AUVs are the primary asset used to install underwater radar to track these subs. $OII specialized harsh environment AUBs are also perfect for surveying and setting up infra structure in cold arctic water. https://twitter.com/i/web/status/2014520940818833641 https://twitter.com/i/web/status/2014520940818833641"
X Link 2026-01-23T02:09Z [---] followers, [---] engagements

"Some great slides about $OII. I think the subsea sector will be a growing theme in [----]. The US wants to Greenland in part because they want to be closer to the arctic. Though thawing theres still tons of ice. Underwater drones are fantastic for navigating the region both from a defense standpoint and from a minerals/o&g standpoint. $OII so much reason subsea defense + more https://t.co/0jvQoJuaPC https://t.co/2Z1axNOR0m $OII so much reason subsea defense + more https://t.co/0jvQoJuaPC https://t.co/2Z1axNOR0m"
X Link 2026-01-23T02:20Z [---] followers, [---] engagements

"@michaelsikand Have you checked out $OII They supply $TMC and I expect theyll be on of the beneficiaries of the subsea drone boom"
X Link 2026-01-23T15:28Z [---] followers, [---] engagements

"Interesting note on copper from Goldman. They expect price reversion as they believe the price increase is mostly due to front running tariffs and speculation related to AI demand. I remain bullish long term on copper. $FCX $COPX $COPJ"
X Link 2026-01-24T04:22Z [---] followers, [----] engagements

"@pepemoonboy I'm long $FCX but may broaden out into $COPX. What's your plan"
X Link 2026-01-24T04:44Z [---] followers, [----] engagements

"@aleabitoreddit $ACLS for precise ion implantation in SiC. They own about 70%-80% of the market"
X Link 2026-01-24T20:50Z [---] followers, [---] engagements

"@jrouldz You think its the weakest of three ($IONQ $QBTS $RGTI)"
X Link 2026-01-24T23:43Z [---] followers, [---] engagements

"@jrouldz I've been watching $RBRK. They're incorporating AI into their products. They do backup security and recovery. Big for recovering from cyber attacks and ransoms. AI makes it easier to make legit looking phishing scams. Rubrik helps prevent and recover from them"
X Link 2026-01-25T06:06Z [---] followers, [---] engagements

"@YodaStockInvest I got into it during COVID had no idea what I was doing and lost $2k buying OTM short expiry options. Went hard saving and pumping into $VOO until I decided to get back into stock picking sticking with commons until I felt comfortable"
X Link 2026-01-26T00:17Z [---] followers, [---] engagements

"Things you love to see. $FCX"
X Link 2026-01-26T01:07Z [---] followers, [---] engagements

"While the market focuses on $UUUU as a uranium play they have quietly built the only "mine-to-metal" heavy rare earth vertical in the US. They now control the entire stack: -Extraction -Separation -Metallization. I expect we could see US government investment here. The DoE is funding domestic supply chains but most projects are years away. $UUUU has the operational capacity to process heavy rare earths now. The strategic value of the White Mesa Mill makes them the logical choice for non-dilutive funding. https://twitter.com/i/web/status/2015872370351997131"
X Link 2026-01-26T19:40Z [---] followers, [----] engagements

"@unusual_whales Hahahaha FIFA trying to get on their high horse after the Qatar World Cup"
X Link 2026-01-26T20:04Z [---] followers, [----] engagements

"Well said and agreed $KRKNF is my largest position. Why My Conviction Keeps Rising Even After Hitting An All Time High Today And Up 35% In The Last Month: $KRKNF Most people see a stock up 200%+ in a year and think they missed it. I see a company that's barely scratched the surface of its addressable market. Here's what gives https://t.co/Ra76wAwpOE Why My Conviction Keeps Rising Even After Hitting An All Time High Today And Up 35% In The Last Month: $KRKNF Most people see a stock up 200%+ in a year and think they missed it. I see a company that's barely scratched the surface of its"
X Link 2026-01-27T05:37Z [---] followers, [---] engagements

"Who did it better 😂 $KRKNF (Heres my own breakdown 👇) https://x.com/frontrangehq/status/1997864030682353712s=46 Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary polymer technology SeaPower delivers a safer more reliable and more energy-dense power solution. Learn more: https://t.co/F0d0SLnr0u https://t.co/BibU4Um2hZ https://x.com/frontrangehq/status/1997864030682353712s=46 Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary"
X Link 2026-01-27T14:10Z [---] followers, [---] engagements

"@Aegon906501721 Nope purely speculation based on government involvement in $USAR and $MP. Onshoring REEs is critical geopolitically to get out from under Chinas dominance in the REE market"
X Link 2026-01-27T17:11Z [---] followers, [---] engagements

"@Mr_Derivatives Time to order my SPX [----] hat"
X Link 2026-01-28T05:45Z [---] followers, [----] engagements

"@GrantTradesX I present to you myself"
X Link 2026-01-28T06:10Z [---] followers, [--] engagements

"@peonyKingOF Totally agree. I think it fits in the category with $KRKNF and Anduril. Wrote about the transition subsea drone proliferation. Their ADTech segment is growing rapidly. https://x.com/frontrangehq/status/2016369366762442904s=46 The Push For Subsea Supremacy featuring Anduril $KRKNF $OPTT $OII Modern combat is becoming dominated by drone warfare. The Russian invasion of Ukraine proved that. The same shift will play out under water. The next battle is for subsea supremacy. The Arctic is thawing. https://x.com/frontrangehq/status/2016369366762442904s=46 The Push For Subsea Supremacy"
X Link 2026-01-28T15:51Z [---] followers, [---] engagements

"@ZikkyEz Havent heard about them. The only subsea miner Im kinda familiar with is $TMC"
X Link 2026-01-28T21:04Z [---] followers, [---] engagements

"$TSLA $META $MSFT 📉 Initial moves all down Thats gonna be heavy on the market"
X Link 2026-01-28T21:05Z [---] followers, [---] engagements

"$TSLA Rebounding $META Rebounding $MSFT Still down 2/3 green = market saved 😂"
X Link 2026-01-28T21:08Z [---] followers, [---] engagements

"Cool summary of DoE uranium investments. Personally long $UUUU $BWXT $LEU $CCJ The Department of Energy has been ramping up Nuclear investments faster than ever before. Worth having exposure for the next [--] years as the battle for energy will only get bigger. https://t.co/8OerajzCQX The Department of Energy has been ramping up Nuclear investments faster than ever before. Worth having exposure for the next [--] years as the battle for energy will only get bigger. https://t.co/8OerajzCQX"
X Link 2026-01-28T22:39Z [---] followers, [----] engagements

"@jayjay12246 Yeah. $UUUU is expanding into REE so it absolutely increases the risk. Im not entirely sure why the pure play play uranium names are also getting lumped into rare earths and hit as well. Will have to dig in tonight *TRUMP ADMIN STEPS BACK FROM PRICE FLOOR GUARANTEES FOR RARE METALS CITING LACK OF CONGRESSIONAL FUNDING AND COMPLEXITY OF SETTLING PRICE *SENATE ARMED SERVICES COMMITTEE INQUIRY HAS COMPLICATED MP MATERIALS $MP PRICE FLOOR DEAL DUE TO LACK OF CONGRESSIONAL AUTHORITY - REUTERS *TRUMP ADMIN STEPS BACK FROM PRICE FLOOR GUARANTEES FOR RARE METALS CITING LACK OF"
X Link 2026-01-28T23:36Z [---] followers, [---] engagements

"@TheFinchCapital Nice I added $AMPX and added to $TE $FCX $META"
X Link 2026-01-29T18:38Z [---] followers, [---] engagements

"Insane beat. Video game numbers. Love to see $MU move in sympathy as I own it. No position in $SNDK unfortunately. SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj Gross Margin: 51.1%; UP +18.6 ppt YoY 🔹 Datacenter Revenue: $440M; UP +76% YoY Q3 Guide: 🔹 Revenue: $4.4B$4.8B (Est. $2.92B) 🟢 🔹 https://t.co/bnEH5eKUlg SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj Gross Margin: 51.1%; UP +18.6 ppt YoY 🔹"
X Link 2026-01-29T21:21Z [---] followers, [---] engagements

"@FeroceResearch No kidding. Look how fast the huge $NET gap up on clawdbot hype faded. Not a single one of these names are above their 200d. 🤮"
X Link 2026-01-29T21:26Z [---] followers, [--] engagements

"Thats pretty telling regarding the Reuters news. $USAR $MP $USAR director Michael Blitzer bought [------] shares at $21.43 https://t.co/WoMWw8oTe1 $USAR director Michael Blitzer bought [------] shares at $21.43 https://t.co/WoMWw8oTe1"
X Link 2026-01-29T21:32Z [---] followers, [---] engagements

"$TSLA Hit your market cap incentives with this one easy trick BREAKING: SpaceX is reportedly considering merging with Tesla $TSLA per Bloomberg BREAKING: SpaceX is reportedly considering merging with Tesla $TSLA per Bloomberg"
X Link 2026-01-29T22:49Z [---] followers, [---] engagements

"@spacanpanman Sure I agree with you in theory but we didn't get someone who is a perma dove and so now some uncertainty is being priced into the market"
X Link 2026-01-30T16:54Z [---] followers, [--] engagements

"Added a small bit of $KRKNF at [----]. Next level to add for me will be around $5.75 right where the 21d ema is currently sitting. Cost basis is $4.77"
X Link 2026-01-30T17:20Z [---] followers, [---] engagements

"@ThematicTrader nice $SHMD and $VPG showed awesome relative strength today"
X Link 2026-01-31T03:23Z [---] followers, [---] engagements

"And Texas still had outages. Gonna need a lot more batteries $FLNC NYT: $FLNC ENABLES GRID STABILIZATION DURING EXTREME WEATHER EVENTS; ALLOWED 690MW OF POWER INTO TEXAS ENERGY GRID DURING LAST WEEKS STORM https://t.co/RJdSShwXlv https://t.co/bYnFhy4ZnP NYT: $FLNC ENABLES GRID STABILIZATION DURING EXTREME WEATHER EVENTS; ALLOWED 690MW OF POWER INTO TEXAS ENERGY GRID DURING LAST WEEKS STORM https://t.co/RJdSShwXlv https://t.co/bYnFhy4ZnP"
X Link 2026-01-31T15:41Z [---] followers, [---] engagements

"Solar continues to be a popular choice for behind-the-meter power. $TE I also think this is great for $AEHR. More solar means more inverters which are made with either GaN or SiC. Either way this chips are burnt in and its probably with an $AEHR FOX-XP NEWS: Tesla is looking to deploy 100GW of solar manufacturing from raw materials on America soil before the end of [----] according to new Tesla job listings indicating that a new factory announcement could be coming soon. Elon Musk said on Tesla's Q4 earnings call a couple days https://t.co/D4z1RxA9Qx NEWS: Tesla is looking to deploy 100GW of"
X Link 2026-01-31T21:23Z [---] followers, [---] engagements

"@RJCcapital Are we sure Warsh is gonna hawkish Hes been a Druckenmiller parter since [----] and Druck just came out and said hes not that hawkish. Warsh has also talked about how he thinks AI is deflationary"
X Link 2026-01-31T22:30Z [---] followers, [---] engagements

"@RJCcapital The future of the grid. 💪"
X Link 2026-01-31T22:44Z [---] followers, [---] engagements

"@RJCcapital Been watching this one for a couple weeks. Chart looks awful but theyre basically the clean up after AI agents wreaked havoc on your system company"
X Link 2026-02-01T02:02Z [---] followers, [---] engagements

"@Superioresearch Im right there with you. Memory super cycle. I own $MU but not $SNDK"
X Link 2026-02-01T04:28Z [---] followers, [---] engagements

"Great post from Nicolas detailing why $MU and $SNDK are still trading at a discount despite their massive run ups. $MU and $SNDK probably keep ripping annoying the bears and still remain undervalued at todays prices: Here's why: NAND and DRAM have a shortage. Why Because now AI labs are using longer context agentic systems scouring more sources and using more inference in search. https://t.co/FNu4fZ3z0l $MU and $SNDK probably keep ripping annoying the bears and still remain undervalued at todays prices: Here's why: NAND and DRAM have a shortage. Why Because now AI labs are using longer"
X Link 2026-02-01T04:31Z [---] followers, [---] engagements

"Forget agents hiring other agents. We need a service for agents to hire humans for tasks they cant complete in the real world. Introducing HaaSHub. The first of its kind AI Agent Human-as-a-Service company We're living in the future. There's now a job board where AI agents hire OTHER AI agents for tasks https://t.co/9VBRusI89f We're living in the future. There's now a job board where AI agents hire OTHER AI agents for tasks https://t.co/9VBRusI89f"
X Link 2026-02-01T04:41Z [---] followers, [---] engagements

"The drum beat grows louder. $TE $FLNC It's going to be a very good year for behind-the-meter power generation. Especially considering that we likely see pushback on data centers over electricity bills. https://t.co/f6OT5m8UgH It's going to be a very good year for behind-the-meter power generation. Especially considering that we likely see pushback on data centers over electricity bills. https://t.co/f6OT5m8UgH"
X Link 2026-02-01T20:57Z [---] followers, [---] engagements

"@Gubloinvestor Love the story around restoring AI agents messes but software can seem to find a bottom right now. Definitely on my list to revisit when I see some strength. For now just watching $RBRK"
X Link 2026-02-01T21:16Z [---] followers, [---] engagements

"@michaelsikand @aleabitoreddit Especially true if Warsh truly ends up hawkish"
X Link 2026-02-01T23:12Z [---] followers, [---] engagements

"@ThematicTrader Nice find in the $TER call"
X Link 2026-02-03T15:56Z [---] followers, [--] engagements

"All good points and Id add (5) Rubrik provides backups and easy restore when AI agents go haywire. However I think SaaS fears are also driven by the rapid advancement of vibe coding. Claude code has improved exponentially over the last year. If software becomes that much easier to write competition increases and margins decrease. https://twitter.com/i/web/status/2018904075627098527 https://twitter.com/i/web/status/2018904075627098527"
X Link 2026-02-04T04:26Z [---] followers, [---] engagements

"@ThematicTrader I really want to add $RBRK but the whole sector has been so weak. I dont want to try and catch this knife. Solid day though considering all the blood"
X Link 2026-02-04T20:18Z [---] followers, [---] engagements

"@spacanpanman $FLNC And whos gonna store all that power generated during the day"
X Link 2026-02-05T04:24Z [---] followers, [---] engagements

"@ayush_jasoria Its bounced back nicely after gapping down despite $QQQ continuing to fade"
X Link 2026-02-05T19:55Z [---] followers, [--] engagements

"@ThematicTrader Whats your thesis on $SYM Nice report - great bottom line beat. Chart looks decent sitting on the 200d"
X Link 2026-02-05T20:12Z [---] followers, [---] engagements

"@mvcinvesting Not totally shocking after $GOOG capex guide yesterday. Still massive"
X Link 2026-02-05T21:05Z [---] followers, [----] engagements

"$VPG an interesting nugget buried in the $TER earnings call The AI Phase II hardware thesis just received a strong confirmation. Teradyne $TER reported a massive Q4 beat today but another story is buried in the robotics commentary. Today CEO Greg Smith ended that debate by linking software intelligence directly to hardware density. The AI Phase II hardware thesis just received a strong confirmation. Teradyne $TER reported a massive Q4 beat today but another story is buried in the robotics commentary. Today CEO Greg Smith ended that debate by linking software intelligence directly to hardware"
X Link 2026-02-03T15:57Z [---] followers, [---] engagements

"The $KRKNF SeaPower" Battery Deep Dive [--]. The Tech The core problem in underwater robotics is pressure. At [----] meters deep the ocean exerts over [----] psi. To keep batteries from crushing engineers historically had two bad options: -Option A (Pressure Vessels): Seal standard laptop-style batteries inside a massive thick titanium tube. However the tube is dead weight ("The Titanium Tax"). It can account for 30-50% of the vehicle's weight killing endurance. -Option B (Oil-Filled): Fill a plastic box with batteries and non-conductive oil to equalize the pressure. But oil is heavy messy toxic and"
X Link 2025-12-08T03:01Z [---] followers, [----] engagements

"@michaelsikand Happy Birthday Looks like beautiful day. What'd you shoot Did you need any $KRKNF powered UAVs to get your golf balls out of the ocean"
X Link 2026-02-02T21:24Z [---] followers, [---] engagements

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