@Justalphainvest justAlpha

justAlpha posts on X about stocks, sentiment, momentum, strong the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Mentions: [--] #

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Social Influence

Social category influence stocks finance technology brands cryptocurrencies automotive brands financial services countries exchanges agencies social networks

Social topic influence stocks, sentiment, momentum #1675, strong, pe ratio, $amzn, mega, ai, market cap, in the

Top accounts mentioned or mentioned by @stocksavvyshay @trendspider @doge @shoptemu @tiktokuss @sheinofficial @dkhos @siemens @barchart @wisemancap @joshyoung1 @bloombergnrg @qualtrim @qualityinvest5 @wolffinancial @stockmktnewz @thetranscript @polymarketmoney

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Oklo Inc. (OKLO) Tesla, Inc. (TSLA) Netflix Inc (NFLX) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Sable Offshore Corp. (SOC) Metadium (META) Merck & Co., Inc. (MRK) Johnson & Johnson (JNJ) Home Depot, Inc. (HD) Wells Fargo & Co (WFC) Cisco Systems Inc (CSCO) Raytheon Technologies Corp (RTX) Costco Hot Dog (COST) Mastercard, Inc. (MA) SPX6900 (SPX) Advanced Micro Devices (AMD) Convex Finance (CVX) DisChain (DIS) Bunge, Ltd. (BG) UnitedHealth Group (UNH) Axon Enterprise, Inc. (AXON) Dash (DASH) Vistra, Corp. (VST) Philip Morris International Inc. (PM) T-Mobile (TMUS) AppLovin Corporation (APP) Apple, Inc. (AAPL) Super Micro Computer, Inc. Common Stock (SMCI) Eli Lilly and Company (LLY) Salesforce Inc (CRM) Broadcom, Inc. (AVGO) Strategy (MSTR) General Electric Company (GE) Corvel Corp (CRVL) Blue Owl Capital, Inc. (OWL) GammaSwap (GS) Brandywine Realty Trust (BDN) Berkshire Hathaway Inc Class B (BRK.B) Palantir Technologies Inc. (PLTR) Blackstone, Inc. (BX) AbbVie Inc (ABBV) Walmart, Inc. (WMT) Lyft, Inc. Class A Common Stock (LYFT) Lam Research Corporation (LRCX) Linde PLC (LIN) NuScale Power Corporation (SMR) Ramaco Resources, Inc. Common Stock (METC) Huntington Ingalls Industries Inc (HII) Adobe, Inc. (ADBE) Coop Coin (COOP) Ares Management, Corp. (ARES) Hims & Hers Health, Inc. (HIMS) LCI Industries (LCII) Ryan Specialty Group Holdings, Inc (RYAN) NextDecade Corporation Common Stock (NEXT) IBM (IBM) Procter & Gamble (PG) Ethereum Name Service (ENS)

Top Social Posts

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

"Today $SPX sector performance and best/worst performers $ALGN $MRNA $SCHW $AON $AAL $LDOS $EL $HSY $FSLR $SMCI $SBAC $HST $AES $VST $DIS $CHTR $TPR $TSLA $APA $EQT $IP $ALB"
X Link 2024-11-14T22:27Z [---] followers, [---] engagements

"From $BABA call: Revenue from our International commerce retail business in the quarter ended September [--] [----] was RMB25618 million (US$3650 million) an increase of 35% compared to RMB18978 million in the same quarter of [----] primarily driven by the increase in revenue contributed by AliExpress Choice and Trendyol"
X Link 2024-11-15T13:30Z [---] followers, [--] engagements

"$LDOS from best performing cybersecurity stock with AI exposure to worst performer $SPX industrial stock in two days with 20% down"
X Link 2024-11-15T18:09Z [---] followers, [--] engagements

"$DIS combined DTC streaming businesses turned into profit last quarter but only this quarter Wall Street believed its sustainable"
X Link 2024-11-15T20:32Z [--] followers, [--] engagements

"$DIS UP +12% in two days with $SPX down -2% post earning call"
X Link 2024-11-15T20:35Z [--] followers, [--] engagements

"Today Small Cap $IWM sector performance and best/worst performers $LUNR $AKYA $HAIN $SONO $NVRO $PROK $LESL $SCWO $HE $CLNE $ATEK $REKR $ROOT $TREE $PPTA $IAUX $IONQ $AISP $BNL $ALX $STI $SES $BE $FCEL"
X Link 2024-11-15T21:13Z [---] followers, [----] engagements

"Today $SPX sector performance and best/worst performers $DVA $BIO $WFC $FDS $UBER $EFX $BG $MNST $SMCI $AMAT $IRM $CSGP $CNP $CEG $DIS $OMC $TSLA $CZR $TRGP $FANG $SW $CTVA"
X Link 2024-11-15T21:17Z [---] followers, [---] engagements

"Still 68% of $SPX names above their 200-day MA and 55% above their 50-day MA. Breadth ok"
X Link 2024-11-15T21:21Z [---] followers, [--] engagements

"$LDOS CEO: we see our place in the universe as helping our government be the smartest government on the face of the earth. Looks like they can work with @DOGE too"
X Link 2024-11-16T03:22Z [--] followers, [--] engagements

"$JPM was UP +1.42% today while $SPX was down -1.32%. Both have almost equal past 5Y total returns. Will $JPM show some alpha in the next [--] years with growing deregulations and M/A"
X Link 2024-11-16T03:43Z [--] followers, [---] engagements

"On December 4th $DIS Disney+ will add an ESPNtile to the streaming service and the company will include some live sports and other ESPN shows even if youre not an ESPN+ subscriber. $NFLX #PaulTyson"
X Link 2024-11-16T06:11Z [--] followers, [---] engagements

"$SPX names closing within 1% of their 52-wk low: $DOW $BIIB $AOS $QRVO $ENPH $MCHP $REGN $MRNA $HSY $CNC $IPG"
X Link 2024-11-16T15:26Z [---] followers, [---] engagements

"Finally $AMZN taking competition from Chinas bargain-basement online retailer like @shoptemu @tiktok_uss Shop and @SHEIN_Official seriously https://www.aboutamazon.com/news/retail/affordable-products-amazon-20-dollars-and-under https://www.aboutamazon.com/news/retail/affordable-products-amazon-20-dollars-and-under"
X Link 2024-11-16T15:58Z [---] followers, [--] engagements

"$SPX stocks with 100% returns YTD $VST $NVDA $AXON $TRGP $UAL $HWM"
X Link 2024-11-16T22:08Z [---] followers, [---] engagements

"$SPX stocks within 1% of their 200-day MA $ES $LIN $KMB $EXPD $STX $KEYS $TEL $HCA $MKC $NDSN $AIG $CTRA $BIO $ED"
X Link 2024-11-17T00:52Z [--] followers, [--] engagements

"$SPX names within 1% of their 200-day MA $O $BLDR $HES $ROP $DHI $CDNS $CTVA $ES $LIN $KMB $EXPD $STX $KEYS $TEL $HCA $MKC $NDSN $AIG $CTRA $BIO $ED"
X Link 2024-11-17T01:02Z [---] followers, [---] engagements

"$MDT has been trading within a tight range YTD looking for a catalyst to trigger an alpha move"
X Link 2024-11-17T17:25Z [---] followers, [--] engagements

"$MDT closest competition is Boston Scientific $BSX who has enjoyed +50% return YTD due to the surge in cardiovascular sales/profit"
X Link 2024-11-17T17:48Z [---] followers, [---] engagements

"Demand for the Pulsed Field Ablation (PFA) devices is driving cardiovascular revenues for $BSX and others. $MDTs Affera received FDA approval on Oct 24th. Will that be the needed catalyst https://news.medtronic.com/2024-10-24-A-new-paradigm-in-electrophysiology-Medtronic-receives-FDA-approval-of-Affera-TM-Mapping-and-Ablation-System-and-Sphere-9-TM-Catheter https://news.medtronic.com/2024-10-24-A-new-paradigm-in-electrophysiology-Medtronic-receives-FDA-approval-of-Affera-TM-Mapping-and-Ablation-System-and-Sphere-9-TM-Catheter"
X Link 2024-11-17T18:34Z [---] followers, [---] engagements

"From initial [----] $SPX target of [----] to initial [----] $SPX target of [----] in one year. Is there any credibility left Morgan Stanley strategist Michael Wilson well known for his bearish views on US equities in recent years has an outright bullish outlook for [----] https://t.co/GRK8RUlU06 Morgan Stanley strategist Michael Wilson well known for his bearish views on US equities in recent years has an outright bullish outlook for [----] https://t.co/GRK8RUlU06"
X Link 2024-11-18T14:22Z [--] followers, [--] engagements

"From [----] $SPX target of [----] to [----] $SPX target of [----] in one year. Is there any credibility left Morgan Stanley strategist Michael Wilson well known for his bearish views on US equities in recent years has an outright bullish outlook for [----] https://t.co/GRK8RUlU06 Morgan Stanley strategist Michael Wilson well known for his bearish views on US equities in recent years has an outright bullish outlook for [----] https://t.co/GRK8RUlU06"
X Link 2024-11-18T14:24Z [---] followers, [--] engagements

"Today all ENERGY stocks in $SPX were UP. $XLE"
X Link 2024-11-18T21:26Z [---] followers, [--] engagements

"Today Small Cap $IWM sector performance and best/worst performers $SMR $AKYA $CALM $VLGEA $BTMD $NGNE $IRBT $MOND $HE $CLFD $LILAK $REKR $MBI $VCSA $IAUX $PPTA $AUR $AILE $NRDY $ALX $STI $AMPX $FCEL $PNRG"
X Link 2024-11-18T21:41Z [---] followers, [----] engagements

"$TSLA Robotaxi and relaxing of self-driving rules is bad news for $UBER drivers not for $UBER. They will still need $UBER infrastructure and software to run those. I bet $UBER will even benefit. As @dkhos once put it: if they develop their own AV vehicle and they decide to go direct only through the $TSLA app they would be a competitor. If they decide to work with us then we would be a partner as well"
X Link 2024-11-19T01:26Z [---] followers, [---] engagements

"Given the recent moves/valuation $UBER could be a better alpha move to bet on self-driving than $TSLA"
X Link 2024-11-19T01:28Z [---] followers, [---] engagements

"$MDT Q2 FY25 Financial summary"
X Link 2024-11-19T13:08Z [---] followers, [--] engagements

"$MDT Raising FY25 revenue and EPS guidance Organic revenue growth: 4.75% to 5% vs. prior 4.5% to 5% Adj. EPS: $5.44 to $5.50 vs. prior $5.42 to $5.50; implies growth of 4% to 6%"
X Link 2024-11-19T13:14Z [---] followers, [--] engagements

"Today Small Cap $IWM sector performance and best/worst performers $ACHR $LEU $MAMA $MGPI $TELO $CTNM $KODK $SAVE $FN $NOVA $REKR $LUMN $APLD $ALTI $IAUX $KOP $AI $OMCL $NRDY $CHGG $STI $STEM $POWL $PARR"
X Link 2024-11-19T21:31Z [---] followers, [----] engagements

"It took more than [--] years for another charismatic fighter to emerge. #UFC309 #JonJones #brucelee"
X Link 2024-11-20T14:00Z [---] followers, [--] engagements

"$XLV healthcare sector UP today when $SPX down driven by medical specialties. Has it hit the bottom $XLV $UNH $HUM"
X Link 2024-11-20T16:43Z [---] followers, [---] engagements

"$HUM is moving high on our alpha list trading at [----] prices and a high beneficiary of deregulation"
X Link 2024-11-20T16:49Z [---] followers, [--] engagements

"Medicare Advantage once causing the -50% selloff in $HUM now reason for rally post-election/Dr Oz/RFK Jr. https://www.tipranks.com/news/the-fly/dr-oz-spoke-of-expanding-medicare-advantage-plans-says-jpmorgan https://www.tipranks.com/news/the-fly/dr-oz-spoke-of-expanding-medicare-advantage-plans-says-jpmorgan"
X Link 2024-11-20T17:01Z [---] followers, [---] engagements

"Today $SPX sector performance and best/worst performers $KEYS $SMCI $WBD $GOOG $HUM $TFX $EQT $TRGP $CSGP $INVH $SW $ECL $TDG $BLDR $ABNB $F $CAG $TGT $EG $MDCI $ED $AES"
X Link 2024-11-21T01:09Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performance and best/worst performers $QSI $DY $BYND $LWAY $CHRS $LCTX $TDUP $RRR $NOVA $FN $AMCX $SHEN $LMND $JMSB $CLW $CRML $AAOI $GMGI $STRW $ALX $APPS $STI $CRK $POWL"
X Link 2024-11-21T01:29Z [---] followers, [----] engagements

"How #AI benefits data platforms I liked how simple $MDBs Gordon put it: the AI-powered applications or whatever you want to call them will desire will benefit from will need a more modern database and MongoDB is a very good fit for that. $SNOW $MDB"
X Link 2024-11-21T04:03Z [---] followers, [---] engagements

"$MDB is next after $SNOW"
X Link 2024-11-21T05:17Z [---] followers, [---] engagements

"$NVDA is the worst performer in $SPX information technology sector; thats how strong the sector is today: Only $AMD $AAPL $MSFT $TXN $NVDA down"
X Link 2024-11-21T16:48Z [---] followers, [---] engagements

"Today $SPX sector performance and best/worst performers $SMCI $FSLR $PARA $GOOGL $MRNA $GEHC $OKE $COP $HST $PLD $CTVA $ALB $DE $TDG $KMX $AMZN $DLTR $TGT $BX $MKTX $VST $AES"
X Link 2024-11-21T21:28Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performance and best/worst performers $LUNR $QSI $HAIN $BYND $OMER $CATX $HYLN $MMS $MNTK $NEXT $MATW $WOW $HIPO $CLSK $IAUX $AMWD $CRNC $BLZE $UTI $FBRT $FREY $STI $POWL $FCEL"
X Link 2024-11-21T21:34Z [---] followers, [----] engagements

"From #AI to #Crypto to #Climate Change looks like the world needs more electricity. Alpha investment of next [--] yrs: #copper @Siemens $VRT $ETN $JCI among the few"
X Link 2024-11-22T02:51Z [---] followers, [---] engagements

"If all components of #AI data centers are bid then those construction companies should catch a bid soon $J $ACM https://datacentremagazine.com/top10/top-10-data-centre-construction-companies https://datacentremagazine.com/top10/top-10-data-centre-construction-companies"
X Link 2024-11-22T03:04Z [---] followers, [--] engagements

"Today $SPX sector performance and best/worst performers $SMCI $INTU $VZ $PARA $MRNA $HCA $DVN $EQT $CSGP $VTR $EMN $STLD $CPRT $CHRW $DECK $CCL $EL $PM $AXP $MS $ES $VST"
X Link 2024-11-22T23:40Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performance and best/worst performers $QSI $GEOS $NGVC $MGPI $OMER $SAVA $TDUP $LAZR $NOVA $CTRI $MATW $AMCX $OPEN $BGC $CRML $IAUX $QBTS $MKTW $CHGG $FBRT $STEM $STI $TUSK $METC"
X Link 2024-11-22T23:47Z [---] followers, [----] engagements

"Our alpha pick for #AI in healthcare is $IQV. JUMP ON THE BANDWAGON BEFORE ITS TOO LATE. Stay Tuned"
X Link 2024-11-23T06:23Z [---] followers, [---] engagements

"Almost [--] in [--] U.S. adults under [--] get news from news influencers https://pewrsr.ch/4emDUB2 https://pewrsr.ch/4emDUB2"
X Link 2024-11-24T14:54Z [---] followers, [--] engagements

"We are moving $GPN up on our alpha list due to strong BUY signal from our alpha model: Trailing PE: [--] Forward PE: [--] EPS Growth: 12% PEG Ratio: [----] Market CAP: 29B"
X Link 2024-11-25T04:01Z [---] followers, [--] engagements

"Today $SPX sector performances and best/worst performers $BLDR $GEV $BBWI $TSLA $IPG $NFLX $BEN $BX $HAL $COP $EQIX $WELL $SMCI $NVDA $CNP $VST $DLTR $CLX $CTVA $CLX $CTVA $CF $DXCM $ISRG"
X Link 2024-11-25T21:25Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $ACHR $QSI $BYND $AFRI $SRRK $SAVA $SNBR $GOEV $NOVA $CWCO $HEAR $ATEX $RDZN $CIFR $JELD $PPTA $RGTI $GWGI $CHGG $BNL $NRGV $FREY $FCEL $BORR"
X Link 2024-11-25T21:36Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $GEV $SWK $AMZN $GM $TMUS $PARA $ALL $BEN $OKE $FANG $WELL $PLD $WDC $SMCI $NRG $AES $SJM $WBA $CF $CE $LLY $ALGN"
X Link 2024-11-26T21:26Z [---] followers, [---] engagements

"Today $SPX sector performances and best/worst performers $LUV $GE $ULTA $TSLA $WBD $TTWO $BEN $BX $OXY $MPC $CSGP $ARE $VRSN $HPQ $AES $CEG $WBA $SJM $MOS $SW $MRNA $DVA"
X Link 2024-11-28T01:20Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performance and best/worst performers $LNZA $ASPI $MED $ARLO $CABA $OTLK $SMXT $RRR $CLNE $NTGR $ATEX $TTGT $BTBT $HLNE $IE $IAUX $EVLV $DDD $ARL $BNL $STEM $STI $NPWR $EAF"
X Link 2024-11-28T01:31Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $LUV $GD $NCLH $DRI $META $T $MKTX $COF $PSX $TRGP $HST $WELL $SMCI $ORCL $AES $PCG $EL $PM $MOS $NEM $MRNA $UHS"
X Link 2024-12-02T21:31Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $HL $SMR $ARLO $WEST $JANX $KYTX $SMXT $MOND $NTGR $NOVA $TDS $TTGT $RM $ROOT $PPTA $IAUX $PRCH $INDI $INN $UTI $BYRN $NRGV $EAF $PLUG"
X Link 2024-12-03T23:41Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $TDG $BLDR $CMG $LEN $GOOG $VZ $PYPL $MKTX $KMI $DVN $INVH $ARE $CRM $MCHP $VST $AWK $EL $CPB $PPG $ALB $EW $ABBV"
X Link 2024-12-04T23:15Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $PACB $LUNR $SONO $BYND $BLUE $CAPR $CCRN $MOND $FN $NOVA $ATEN $TTGT $BTBT $ALTI $CRML $IAUX $SOUN $BASE $CHGG $BHR $STEM $AMPX $METC $EAF"
X Link 2024-12-04T23:19Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $AAL $UBER $TSLA $BBWI $T $PARA $TFC $FI $KMI $HAL $HST $CSGP $JNPR $SNPS $ETR $AES $BF.B $WBA $VMC $BALL $MRNA $UNH"
X Link 2024-12-05T21:26Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $ACHR $AVAV $MED $BYND $ALXO $BLUE $BBW $MOND $CTRI $CLFD $TTGT $REKR $ROOT $OPAD $IAUX $CRML $SOUN $AEYE $UTI $STRW $SES $ENVX $PLUG $METC"
X Link 2024-12-05T21:49Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $EFX $UAL $LULU $LKQ $META $IPG $GPN $CME $MPC $FANG $IRM $VVI $HPE $FSLR $AWK $ES $TGT $BG $ALB $NUE $MRNA $UNH"
X Link 2024-12-06T23:15Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $OUST $SWBI $BGS $WEST $ADCT $ALXO $CURV $MOND $AMPS $AROC $REKR $TTGT $RDZN $MHLD $PPTA $CTGO $ASAN $UIS $STRW $BNL $SES $AMPX $EP $PNRG"
X Link 2024-12-06T23:25Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $HII $CTAS $BBWI $NCLH $IPG $OMC $IVZ $KKR $APA $WMB $BXP $IRMM $ENPH $FICO $AES $VST $HSY $MO $ALB $SHW $BIO $INCY"
X Link 2024-12-09T21:36Z [---] followers, [---] engagements

"If $ORCL down and $MDB up post earnings then $ORCL is an alpha buy"
X Link 2024-12-09T21:59Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $QSI $RDW $BGS $SFM $MGX $AGIO $MOND $GOEV $CLFD $EE $IDT $TTGT $EDTC $RIOT $CDE $UEC $NVTS $ZETA $CHGG $BNL $FLNC $STEM $PLUG $POWL"
X Link 2024-12-10T01:07Z [---] followers, [----] engagements

"Today Small Cap $IWM sector performances and best/worst performers $QSI $TWI $MAMA $BYND $CRDF $CRVO $MOND $GOEV $NTGR $NOVA $MATW $LUMN $RDZN $FRGE $URG $IE $RGTI $YEXT $APEI $BNL $BYRN $AMPX $PUMP $BE"
X Link 2024-12-10T23:35Z [---] followers, [----] engagements

"If $APP market cap is at $100B+ where should $GOOGL market cap be"
X Link 2024-12-11T02:19Z [---] followers, [---] engagements

"If $ORCL is worth $500B+ and $SNOW $55B+ shouldnt $MDB worth more than $22B"
X Link 2024-12-11T17:25Z [---] followers, [----] engagements

"Today Small Cap $IWM sector performances and best/worst performers $AKYA $LELG $BRCC $BYND $CADL $QTTB $SFIX $GOEV $MNTK $RGCO $LUMN $CABO $VCSA $HPP $NG $CLW $RGTI $QBTS $EQC $SVC $NRGV $STEM $CRK $METC"
X Link 2024-12-12T01:28Z [---] followers, [----] engagements

"$SNOW gets higher valuation than $MDB just because faster revenue growth. $MDB is showing strong adoption and a broader use case that can translate into faster revenue growth"
X Link 2024-12-12T03:51Z [---] followers, [---] engagements

"Today $SPX sector performances and best/worst performers $INTC $ADBE $CZR $EXPE $APA $MPC $WBD $MTCH $CHRW $NDSN $MET $HIG $ECL $NUE $WST $CVS $CNP $PPL $HSY $DG $REG $DOC"
X Link 2024-12-12T21:31Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $DTI $SSP $BGS $MED $AGL $CDT $GCI $LVO $FN $ORA $TDS $ESE $HPP $MBI $URG $NG $DDD $TCX $ARL $TCI $ENR $SES $BE $KOS"
X Link 2024-12-12T21:50Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $AVGO $SMCI $PGR $SCHW $LW $KR $CNC $BIIB $TSLA $ABNB $MTCH $PARA $TDG $GNRC $SRE $AES $SPG $CSGP $IP $NUE $FANG $SLB"
X Link 2024-12-13T21:26Z [---] followers, [----] engagements

"Today Small Cap $IWM sector performances and best/worst performers $ACHR $TPIC $SENEA $ARLO $CRDF $INO $NOTE $GOEV $NEXT $ADTN $LUMN $TTGT $OPFI $FFIC $LZM $CRML $QBTS $RMBL $NRDY $STRS $STEM $AMPX $EAF $FCEL"
X Link 2024-12-13T23:25Z [---] followers, [----] engagements

"Breadth improving today with 58.37% of $SPX stocks UP and $SPX A/D ratio at 1.43"
X Link 2024-12-16T15:07Z [---] followers, [--] engagements

"Today $SPX sector performances and best/worst performers $AVGO $SMCI $TSLA $WYNN $GOOGL $WBD $LW $BF.B $HON $BLDR $BIO $CVS $SPG $AMT $DTE $ES $SW $MOS $TRGP $PSX $WFC $CBOE"
X Link 2024-12-16T21:28Z [---] followers, [---] engagements

"$SPX hanging by $TSLA's thread which is already stretched with +150% advance in [--] months"
X Link 2024-12-17T19:55Z [---] followers, [--] engagements

"Financials $XLF joined Energy $XLE with less than 10% of stocks advancing. $SPX"
X Link 2024-12-17T20:26Z [---] followers, [--] engagements

"Today $SPX sector performances and best/worst performers $PFE $HUM $FDXA $TMUS $TSLA $KMX $ENPH $AVGO $SJM $BF.B $SO $VST $VTR $CSGP $UBER $HUBB $DOW $STLD $CBOE $KKR $FANG $APA"
X Link 2024-12-18T00:23Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $OUST $TPIC $WEYS $MAMA $CRDF $TNYA $TDW $MOND $NOVA $ADTN $TTGT $ATEX $SLQT $CMTG $CRML $MTAL $RDTI $EVGO $SVC $ARL $FREY $SES $KOS $BE"
X Link 2024-12-18T00:30Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $JBL $CRWD $CI $ALGN $HII $PAYC $FOXA $WBD $LKQ $TSLA $CHD $LW $CBOE $BX $PPG $ALB $APA $TRGP $EXC $VST $CCI $BXP"
X Link 2024-12-18T22:52Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $WOR $ASPI $NAPA $KLG $PGEN $PROK $NOTE $SEZL $NTGR $NOVA $REKR $MATW $RDZN $HPP $EU $JELD $SKYT $WULF $FBRT $CHGG $SLDP $NRGV $XPRO $PLUG"
X Link 2024-12-18T23:23Z [---] followers, [----] engagements

"In March [----] when Micron Technology $MU was trading around $87 NVIDIA Corporation $NVDA was trading around $13.32 (adjusted). As of December [--] [----] $NVDA is trading at $128.91 per share and $MU is back to $87 per share post earning. https://www.investors.com/news/technology/mu-stock-micron-fiscal-q1-2025-earnings/utm_source=chatgpt.com https://www.investors.com/news/technology/mu-stock-micron-fiscal-q1-2025-earnings/utm_source=chatgpt.com"
X Link 2024-12-19T07:49Z [---] followers, [---] engagements

"If $NVDA can go 20+ times in [--] years coming from graphics and gaming background because of AI why cant $APP"
X Link 2024-12-19T16:07Z [---] followers, [--] engagements

"Today $SPX sector performances and best/worst performers $ACN $MU $MRNA $VRTX $DRI $LEN $FDS $CBOE $MTCH $CHTR $GEV $CTAS $VST $NEE $CLX $LW $IFF $DOW $KMI $WPC $HST $EXR"
X Link 2024-12-20T03:57Z [---] followers, [---] engagements

"All Real Estate $XLRE stocks in $SPX opened positive today: best $IRM +3.42% worst $CCI +0.01%"
X Link 2024-12-20T14:53Z [---] followers, [---] engagements

"Today $SPX sector performances and best/worst performers $ENPH $ACN $MTCH $META $CCL $TSLA $DLTR $WMT $DXCM $MRK $FMC $ALB $AES $EXC $OXY $VLO $IRM $CCI $IVZ $FDS $SWK $ODFL"
X Link 2024-12-21T03:02Z [---] followers, [---] engagements

"$SPX Healthcare sector $XLV has been lagging a lot over the last year but recently drug manufacturers part of it is sneakily getting bids. $PFE $GILD $MRK"
X Link 2024-12-22T04:12Z [---] followers, [---] engagements

"We are going to share our 20-stock just momentum alpha portfolio here which is an equal-weight fluid portfolio with weeks-long holding period. Beta is shorted using $SPY among other rules: $SWKS $TMO $ABBV $LLY $PPG $V $TGT $APTV $ZTS $MTCH $BDX $JKHY $FFIV $EFX $GOOG $GD $ORCL $AAPL $MSFT $NVDA"
X Link 2024-12-23T02:53Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $LNZA $TPIC $MAMA $ARKO $RAPT $XBIT $DXLG $ENV $AMPS $GWRS $REKR $IDT $VCSA $CIFR $CRML $PPTA $AISP $AILE $ILPT $CLPR $SES $PAR $FCEL $PLUG"
X Link 2024-12-23T23:12Z [---] followers, [----] engagements

"All $SPX Energy stocks UP the day before xmas; Warren Buffett buying $OXY; Peak bad news re China growth; and $XLE flat for the year. Is it time to buy Energy"
X Link 2024-12-25T23:39Z [---] followers, [---] engagements

"$SPX Energy shining on a weak day; $XLE being flat for the day with 62% of its stocks being UP (11% for $SPX)"
X Link 2024-12-28T00:57Z [---] followers, [--] engagements

"We are buying $SLB and $BIIB in our momentum alpha portfolio and selling $MSFT and $WMT"
X Link 2024-12-30T05:07Z [---] followers, [--] engagements

"All three best performing stocks in $SPX are from Energy sector so far: $EQT $CTRA $DVN"
X Link 2024-12-30T20:31Z [---] followers, [---] engagements

"$WBA down 3.5% today: third worst performing stock in $SPX. Giving up hope on the [----] come-back story after being crowned one of the worst performing $SPX stock in [----] down 65% YTD"
X Link 2024-12-30T20:35Z [---] followers, [---] engagements

"Selling $AAPL $SWKS $MTCH $EFX and Buying $VICI $DVN $IRM $GNRC in our 20-stock beta-neutral momentum alpha portfolio"
X Link 2025-01-06T05:10Z [---] followers, [---] engagements

"Out of the [----] worst performers looks like $MRNA is ahead in recovering. $WBA"
X Link 2025-01-07T16:09Z [---] followers, [---] engagements

"The power of $NVDA in moving the whole index $SPX"
X Link 2025-01-07T16:12Z [---] followers, [---] engagements

"All $SPX Energy stocks UP again with Oil"
X Link 2025-01-13T20:59Z [---] followers, [--] engagements

"$TEM or $IQV I think $IQV is more established and needs less to prove"
X Link 2025-01-24T02:52Z [---] followers, [---] engagements

"We sold $NVDA $ORCL and $GD in our beta-neutral momentum alpha portfolio even though we still believe in them long-term. We added to our cash. Our current holdings: $APTV $TGT $ZTS $FFIV $BDX $GOOG $V $SLB $VICI $APD $PM $RMD $PNC $NTRS $MTB"
X Link 2025-01-29T04:34Z [---] followers, [---] engagements

"📊 justAlpha Top [--] BUY signals Oct [--] [----] #GRC #WDC #GD #PSMT #JNJ #CSV #SR #KN #XEL #VECO ⚠ Top [--] SELL signals #CRVL #MKTX #BROS #OWL #GSHD #TW #MZTI #WDFC #CNS #FDS"
X Link 2025-10-06T13:57Z [---] followers, [---] engagements

"🔥 justAlpha Sector Heatmap Week-over-Week Oct [--] 🟩 Rotation to defensives: Utilities Basic Materials Industrials rising 🟥 Weakening: Energy Financial Services Real Estate #justAlpha #SectorHeatmap #stocks"
X Link 2025-10-08T13:04Z [---] followers, [--] engagements

"📊 justAlpha Mega Cap Top [--] BUY/SELL Oct [--] [----] #JNJ #RTX #MU #IBM #TMO ⚠ SELL side #COST #HD #BX #MCD #KO"
X Link 2025-10-09T11:49Z [---] followers, [--] engagements

"Today Worst Market Performers #RRR #APP #KTOS #RRR #WINA #LYFT #RRR #STGW #RYAN #OSCR #MRC #GHC #KTOS #NEU #CARR #JBGS"
X Link 2025-10-09T21:05Z [---] followers, [--] engagements

"Today Best Market Performers $PTGX $PM $MP $PTGX $FEAM $APLD $MUSA $SPOT $COOP $PTGX $UEC $PEP $EVLV $FEAM $OKLO $ADC"
X Link 2025-10-10T21:04Z [---] followers, [---] engagements

"Today Worst Market Performers $CORT $AMD $ENTG $CORT $AAOI $AAOI $PII $PYPL $LMND $CORT $CIVI $ELF $PLUG $OLN $VST $GKOS"
X Link 2025-10-10T21:05Z [---] followers, [---] engagements

"Today Worst Market Performers $CORT $AMD $ENTG $CORT $AAOI $AAOI $PII $AMD $LMND $CORT $CIVI $ELF $PLUG $OLN $VST $GKOS"
X Link 2025-10-11T21:05Z [---] followers, [--] engagements

"📊 justAlpha Top [--] BUY/SELL (All Stocks) Oct [--] [----] $GRC $WDC $GD $PSMT $JNJ $CSV $SR $KN $XEL $VECO ⚠ SELL side $CRVL $MKTX $BROS $OWL $GSHD $TW $MZTI $WDFC $CNS $FDS"
X Link 2025-10-13T12:35Z [---] followers, [--] engagements

"📊 justAlpha Mega Cap Top [--] BUY/SELL Oct [--] [----] $JNJ $RTX $MU $IBM $TMO ⚠ SELL side $COST $HD $MCD $KO $PG"
X Link 2025-10-13T12:36Z [---] followers, [--] engagements

"📊 justAlpha Large Cap Top [--] BUY/SELL Oct [--] [----] $GD $WDC $XEL $TDY $EVRG ⚠ SELL side $OWL $TW $FDS $UDR $ARES"
X Link 2025-10-13T12:37Z [---] followers, [--] engagements

"Everyone's buying $NVDA for the AI revolution. Nobody's buying the energy infrastructure that keeps those chips running. Energy reality check: Oil: $60 Natural gas: $3 Historical oil/gas ratio: 6:1 Current ratio: 20:1 Gas is trading at 3x below historical norms. But here's what matters: AI data centers need MASSIVE 24/7 baseload power for the next 5+ years minimum. Your options: ❌ Solar/wind - Intermittent can't do baseload ❌ Coal - Being phased out ✅ Natural gas - Abundant scalable available NOW ✅ Nuclear - Zero carbon ultimate baseload (but takes years to build new capacity) The bridge"
X Link 2025-10-13T13:57Z [---] followers, [--] engagements

"$ALB $BATT MP Materials Albemarle lead huge rally in rare earth stocks on U.S.-China https://seekingalpha.com/news/4503629-mp-materials-albemarle-lead-huge-rally-in-rare-earth-stocks-on-us-china-tensionsutm_source=feed_news_all&utm_medium=referral&feed_item_type=news https://seekingalpha.com/news/4503629-mp-materials-albemarle-lead-huge-rally-in-rare-earth-stocks-on-us-china-tensionsutm_source=feed_news_all&utm_medium=referral&feed_item_type=news"
X Link 2025-10-13T15:04Z [---] followers, [--] engagements

"$1FB.MI $1YD.F Broadcom (AVGO) Hits Key Milestone in Co-Packaged Optics Technology (Oct [--] 9:43 AM) https://finance.yahoo.com/news/broadcom-avgo-hits-key-milestone-134330041.html https://finance.yahoo.com/news/broadcom-avgo-hits-key-milestone-134330041.html"
X Link 2025-10-13T16:04Z [---] followers, [--] engagements

"$BE $ORCL Bloom Energy Corporation (BE) Surged Following Strong Performance (Oct [--] 7:36 AM) https://finance.yahoo.com/news/bloom-energy-corporation-surged-following-113656018.html https://finance.yahoo.com/news/bloom-energy-corporation-surged-following-113656018.html"
X Link 2025-10-13T17:04Z [---] followers, [---] engagements

"Today Best Market Performers $BE $AVGO $BE $EOSE $POWI $RGTI $QS $YELP $CIFR $OSCR $SEI $OLLI $BE $MP $OKLO $RRX"
X Link 2025-10-13T21:42Z [---] followers, [---] engagements

"📅 Oct [--] [----] Market Breadth Snapshot Overall A/D [----] 55.8% 200DMA 39.3% 50DMA 🏦 Mega caps still dominate breadth (77.6% 200DMA vs 48.8% for Small Cap). Leaders Energy (A/D [-----] 52.4% 200DMA) Laggards Utilities (A/D [----] 82.8% 200DMA) 🚀 Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link 2025-10-13T22:16Z [---] followers, [--] engagements

"$ORCL Jim Cramer Discusses Reports Of Oracles (ORCL) Depressed Free Cash Flow (Oct [--] 9:45 AM) https://finance.yahoo.com/news/jim-cramer-discusses-reports-oracle-134520596.html https://finance.yahoo.com/news/jim-cramer-discusses-reports-oracle-134520596.html"
X Link 2025-10-14T16:06Z [---] followers, [--] engagements

"$OKLO Oklo (OKLO) Shares Are Bid Up To Spite Me Says Jim Cramer (Oct [--] 8:58 AM) https://finance.yahoo.com/news/oklo-oklo-shares-bid-spite-125809685.html https://finance.yahoo.com/news/oklo-oklo-shares-bid-spite-125809685.html"
X Link 2025-10-14T17:06Z [---] followers, [--] engagements

"$WFC Wells Fargo (WFC) Q3 Earnings and Revenues Surpass Estimates (Oct [--] 7:45 AM) https://finance.yahoo.com/news/wells-fargo-wfc-q3-earnings-114501661.html https://finance.yahoo.com/news/wells-fargo-wfc-q3-earnings-114501661.html"
X Link 2025-10-14T19:06Z [---] followers, [--] engagements

"@TrendSpider $OKLO's current valuation assumes 25GW deployed by [----] that's more than double their own base case forecast"
X Link 2025-10-14T19:50Z [---] followers, [----] engagements

"Today Best Market Performers $OUST $WFC $MARA $DBRG $OUST $OUST $PII $GOGO $DBRG $DYN $BTU $ACI $TTI $OWL $EIX $CCS"
X Link 2025-10-14T20:34Z [---] followers, [---] engagements

"📅 Oct [--] [----] Market Breadth Snapshot Overall A/D [----] 59.9% 200DMA 46.1% 50DMA 🏦 Mega caps still dominate breadth (81.6% 200DMA vs 54.2% for Small Cap). Leaders Financial Services (A/D [-----] 69.7% 200DMA) Laggards Energy (A/D [----] 51.2% 200DMA) 🚀 Risk-on tone cyclicals showing leadership. #MarketBreadth #Stocks #SP500"
X Link 2025-10-14T23:07Z [---] followers, [--] engagements

"2/ The Unit Economics: Oklos Aurora powerhouse generates 15MW per reactor. At wholesale power rates ($50/MWh) thats roughly $6.5M in annual revenue per reactor. Simple math but heres where it gets interesting $OKLO #EnergyTwitter #NuclearEnergy"
X Link 2025-10-15T12:08Z [---] followers, [--] engagements

"5/ The Historical Reality: Nuclear has never scaled at this pace. Not in the 1970s boom. Not ever. Construction timelines slip. Costs overrun. Permitting takes years. Even with DOE backing and streamlined SMR designs this would be unprecedented. $OKLO #Nuclear #DOE"
X Link 2025-10-15T12:08Z [---] followers, [--] engagements

"6/ Dont get me wrong: The $AI power thesis is real Nuclear is essential for reliable baseload $OKLO has solid tech and DOE support Long-term potential is legitimate But the market is pricing in FLAWLESS execution at UNPRECEDENTED speed. $MSFT $GOOGL $META #DataCenters"
X Link 2025-10-15T12:08Z [---] followers, [--] engagements

"$AMD AMD Partners with OpenAI Goldman Keeps Neutral Rating (Oct [--] 10:20 AM) https://finance.yahoo.com/news/amd-partners-openai-goldman-keeps-142012810.html https://finance.yahoo.com/news/amd-partners-openai-goldman-keeps-142012810.html"
X Link 2025-10-15T16:06Z [---] followers, [---] engagements

"Today Worst Market Performers $SOC $ABT $FHN $METC $SOC $IONQ $PII $AXS $FHN $STAA $SOC $VITL $AXON $METC $OKLO $COIN"
X Link 2025-10-15T20:31Z [---] followers, [---] engagements

"📅 Oct [--] [----] Market Breadth Snapshot Overall A/D [----] 60.1% 200DMA 45.9% 50DMA 🏦 Mega caps still dominate breadth (79.6% 200DMA vs 54.2% for Small Cap). Leaders Utilities (A/D [-----] 89.7% 200DMA) Laggards Financial Services (A/D [----] 62.5% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"
X Link 2025-10-15T23:06Z [---] followers, [--] engagements

"5/ The Free Cash Flow Story: Amazon generated $38.2B in free cash flow in [----] (vs. -$11.6B in 2022). Thats a $50B swing in two years. As capex intensity normalizes FCF could hit $60B-$80B+ annually by 2026-2027. At current price thats a 2.5-3.5% FCF yield and growing rapidly. $AMZN #FreeCashFlow"
X Link 2025-10-16T01:07Z [---] followers, [--] engagements

"6/ The Misunderstood Investment Cycle: People see Amazons $100B+ annual capex and worry. Smart investors see Amazon investing in competitive moats: Fulfillment infrastructure competitors cant replicate AWS data centers powering the $AI revolution Last-mile delivery networks These arent expenses. Theyre compounding assets. $UPS $FDX #Logistics #AIInfrastructure"
X Link 2025-10-16T01:07Z [---] followers, [--] engagements

"9/ The Margin Expansion Opportunity: North America retail operating margin jumped from 3.8% (2023) to 6.5% (2024). International segment turning profitable at 2.7% operating margin (vs. -1.9% loss in 2023). As these mature incremental margins flow straight to the bottom line. $WMT $TGT #RetailMargins"
X Link 2025-10-16T01:07Z [---] followers, [--] engagements

"10/ The Subscription Moat That Crushes Competition: Amazon: $44.4B subscription revenue in [----] Costco: $4.8B membership revenue in [----] Amazon generates 9X MORE subscription revenue than $COST. 240M+ Prime members globally paying $139/year = high-margin recurring revenue BEFORE they buy anything. Prime members spend 2x+ non-Prime customers. $COST wishes it had this model at this scale. $NFLX #SubscriptionEconomy"
X Link 2025-10-16T01:07Z [---] followers, [--] engagements

"🧵 $AMZN vs $MSFT: Which Cloud Giant is the Better Buy for the AI Era Following up on yesterdays Amazon thread lets compare the two largest cloud players and see which offers better value as AI infrastructure spending explodes. The numbers might surprise you. 👇 #AI #CloudComputing #AWS #Azure"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"1/ The Setup: Both are cloud infrastructure giants powering the $AI revolution. Both have dominant market positions. Both are racing to build the data centers that will run tomorrows AI models. But one might be significantly undervalued relative to the other. Lets break down the math. $GOOGL $NVDA #AIInfrastructure"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"10/ The AI Infrastructure Capital Race: Both companies are spending massively to build AI data centers: $MSFT: Deployed 2GW capacity $100B+ annual capex exclusive OpenAI partnership (now eroding) $AMZN: Matching capex AWS has broader AI customer base owns the infrastructure stack Microsoft is front-running investment with OpenAI. Amazon is monetizing AI infrastructure across ALL customers while investing. Different strategies. Different risk profiles. $NVDA $ORCL #AIDataCenters"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"11/ The AI Optionality Factor: $AMZN has: Amazon Bedrock (GenAI platform) Anthropic investment (Claude AI) Custom AI chips (Trainium Inferentia Graviton) Project Kuiper (satellite internet for edge AI) AI-powered robotics (fulfillment centers) $MSFT has: OpenAI partnership (losing exclusivity) Copilot (embedding AI across Office) Gaming AI Amazon has more diversified AI bets. Microsoft is concentrated in OpenAI. $GOOGL #GenAI #AIChips"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"14/ The AI Competitive Landscape: $MSFT advantages: OpenAI partnership (for now) Enterprise distribution (Office) Strong developer tools (GitHub Copilot) $AMZN advantages: Largest cloud infrastructure (AWS) Broadest AI customer base Vertical integration (custom chips) AI-powered e-commerce flywheel Microsoft bet big on one AI partner. Amazon built its own AI ecosystem. $GOOGL $META #AIStrategy"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"15/ The Bear Case for Each: $AMZN risks: Antitrust regulation $WMT competition in e-commerce Continued high AI/capex spend $MSFT risks: Azure margin compression from AI capex OpenAI relationship uncertainty (losing exclusivity to Apple others) Copilot adoption slower than expected Both have risks. Question is: which is priced in $WMT $AAPL #RiskManagement"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"When banks are crushing it and the yield curve is steepening that tells you there's NO systemic risk in the market. Q3 [----] bank earnings: $JPM: Record $8.9B trading revenue investment banking fees +16% $BAC: Investment banking revenue +43% record $15.4B net interest income $GS: Earnings expected +30% YoY 10Y-2Y spread: +0.50% (vs 0.37% six months ago) = yield curve normalizing This isn't [----]. This isn't March [----]. It's just pockets of the $AI trade getting irrationally priced ($OKLO at 26x forward EBITDA anyone). Some sectors are frothy. The credit system is healthy. Big difference. 📊"
X Link 2025-10-16T19:02Z [---] followers, [---] engagements

"Today Best Market Performers $PRAX $MU $JBHT $GRAL $PRAX $GTLB $FUN $NYT $TFIN $PRAX $DOV $BF.A $JBHT $HL $HTO $SMA"
X Link 2025-10-16T23:51Z [---] followers, [--] engagements

"Today Worst Market Performers $IIIN $BAC $RGTI $EOSE $IIIN $RGTI $SLDP $TIC $CLSK $SANA $CRK $KVUE $IIIN $CMC $OKLO $SLG"
X Link 2025-10-16T23:52Z [---] followers, [---] engagements

"📅 Oct [--] [----] Market Breadth Snapshot Overall A/D [----] 54.8% 200DMA 39.9% 50DMA 🏦 Mega caps still dominate breadth (73.5% 200DMA vs 47.8% for Small Cap). Leaders Healthcare (A/D [----] 61.1% 200DMA) Laggards Financial Services (A/D [----] 40.0% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"
X Link 2025-10-16T23:53Z [---] followers, [--] engagements

"3/ The AI Infrastructure Timeline Problem: Utilities promising $212B capex for AI data centers. But heres the issue: Rate case approval: 12-18 months Construction timeline: 3-5 years Regulated ROE: 9-11% Market is pricing in AI revenue utilities wont see until 2028-2030+. Meanwhile natural gas demand from AI data centers is happening NOW. $VST $CEG #Nuclear"
X Link 2025-10-17T10:13Z [---] followers, [--] engagements

"$KVUE Is Kenvue (KVUE)One of the Best High Volume Stocks to Buy According to Wall Street Analysts (Oct [--] 9:59 AM) https://finance.yahoo.com/news/kenvue-kvue-one-best-high-135929136.html https://finance.yahoo.com/news/kenvue-kvue-one-best-high-135929136.html"
X Link 2025-10-17T15:06Z [---] followers, [--] engagements

"$SPX names closing within 1% of their 52-wk high: $WFC $AIZ $BAC $OKE $PPL $TRGP $CINF $T"
X Link 2024-11-16T15:30Z [---] followers, [---] engagements

"Today $SPX sector performance and best/worst performers $CSGP $FRT $BA $UBER $EQT $BKR $SMCI $JNPR $TSLA $BBY $NEM $MOS $VST $AES $WBA $KDP $HSIC $LLY $MKTX $DFS $TTWO $PARA"
X Link 2024-11-18T21:23Z [---] followers, [----] engagements

"Today $SPX sector performance and best/worst performers $DOC $CSGP $GEV $J $TRGP $APA $SMCI $INTU $CCL $LOW $IFF $EMN $VST $PNW $WMT $WBA $BMY $INCY $FI $FIS $NFLX $PARA"
X Link 2024-11-19T21:20Z [---] followers, [---] engagements

"Is $VRT the next $APP in the AI mania $NVDA"
X Link 2024-11-20T05:48Z [---] followers, [---] engagements

"If there is even a discussion that AI is moving the whole Utilities industry then $VRT should go even more parabolic. $XLU"
X Link 2024-11-20T13:29Z [---] followers, [---] engagements

"Another UP day for all $SPX Energy stocks. $XLE worst performer: $EOG +0.33%"
X Link 2024-11-21T17:02Z [---] followers, [--] engagements

"Today Small Cap $IWM sector performances and best/worst performers $IESC $ASPI $KLG $SONO $PSTX $ALEC $PRTH $LESL $CDZI $GNE $REKR $LILA $JRVR $CLSK $IAUX $AMWD $SMTC $RGTI $BNL $SVC $ULBI $FLNC $TUSK $BTU"
X Link 2024-11-26T21:34Z [---] followers, [----] engagements

"Today Small Cap $IWM sector performances and best/worst performers $ECVT $ACHR $ARLO $SFM $NVCR $APLT $NOTE $MOND $RGCO $AMPS $EXTR $REKR $RDZN $UPST $KOP $CTGO $FSLY $IONG $BNL $CLPR $AMPX $NRGV $DK $SOC"
X Link 2024-12-02T21:47Z [---] followers, [----] engagements

"Today $SPX sector performance and best/worst performers $AXON $FDX $ETSY $NCLH $T $OMC $WTW $AFL $TRGP $VLO $VTR $EXR $TER $MCHP $PCG $ES $SYY $KVUE $CF $CE $MOH $MRNA"
X Link 2024-12-03T22:52Z [---] followers, [---] engagements

"Today $SPX sector performance and best/worst performers $BA $URI $TSLA $EBAY $GOOGL $TTWO $BX $AJG $HES $PSX $HST $AMT $FSLR $SMCI $ES $VST $WBA $HSY $CF $ALB $PODD $MRNA"
X Link 2024-12-10T21:29Z [---] followers, [---] engagements

"Only [--] stocks (3.78%) in $SPX were UP today among them [--] (42%) were beaten-down already (in lower 20% of their 52-wk range): $CI $CNC $CVS $HUM $MOH $LKQ $HII $UBER"
X Link 2024-12-18T23:09Z [---] followers, [---] engagements

"Today Small Cap $IWM sector performances and best/worst performers $STRL $CBUS $VITL $HAIN $CADL $ALXO $TLYS $GOEV $CDZI $QRHC $LUMN $REKR $RDZN $HUT $EU $CRML $AISP $RGTI $ARL $NRDY $APPS $FLNC $SOC $WTI"
X Link 2024-12-20T04:04Z [---] followers, [----] engagements

"Today Small Cap $IWM sector performances and best/worst performers $TPIC $NN $AVO $MGPI $PRLD $GALT $CIX $SCHL $NOVA $ADTN $CABO $DGII $RDZN $IIPR $CLW $UEC $RGTI $AILE $NRDY $TCI $ENVX $STI $EP $EAF"
X Link 2024-12-21T03:11Z [---] followers, [----] engagements

"Today $SPX sector performances and best/worst performers $AVGO $ACN $META $PARA $TSLA $CCL $LW $BF.B $LLY $RWD $CE $IFF $NRG $CNP $APA $BKR $WY $HST $MCO $CINF $AAL $FDX"
X Link 2024-12-23T22:57Z [---] followers, [---] engagements

"12 out of [--] best performing stocks in $SPX are from Energy sector; $APA $MPC $OXY $VLO $DVN $FANG $XOM $COP $HES $SLB $PSX $EOG"
X Link 2024-12-31T17:58Z [---] followers, [---] engagements

"Today Best Market Performers #NTLA #AMD #CDE #NTLA #FEAM #LIFX #VSCO #DNLI #CIFR #NTLA #DK #AROC #BLD #FEAM #CEG #DOCS"
X Link 2025-10-09T02:38Z [---] followers, [--] engagements

"⚙ #AIs footprint - electrons to interfaces. [--] Energy: $WMB (gas data centers) $TLNE (nuclear) [--] Infrastructure: $CORZ $VRT $MOD [--] Hardware: $SMCI $RMBS $LSCC [--] Cloud/Compute: $AKAM $NET [--] Software/Data: $MDB $ESTC $CFLT [--] User Layer: $PATH $SOUN"
X Link 2025-10-10T03:47Z [---] followers, [---] engagements

"📊 justAlpha Medium Cap Top [--] BUY/SELL Oct [--] [----] $PSMT $BTU $SR $LW $ATGE ⚠ SELL side $CRVL $MKTX $BROS $GSHD $WDFC"
X Link 2025-10-13T12:38Z [---] followers, [---] engagements

"📊 justAlpha Top [--] BUY/SELL (All Stocks) Oct [--] [----] $GRC $WDC $GD $PSMT $JNJ $CSV $SR $KN $XEL $VECO ⚠ SELL side $CRVL $MKTX $BROS $OWL $GSHD $TW $MZTI $WDFC $CNS $FDS #justAlpha #Week20251010"
X Link 2025-10-13T12:42Z [---] followers, [--] engagements

"$1TSLA.MI $AMD These Stocks Are Moving the Most Today: MP Materials Nvidia AMD Tesla Alibaba Fastenal and More (Oct [--] 7:00 AM) https://finance.yahoo.com/m/93ef7743-8d47-3966-9b70-192a1c25bc82/these-stocks-are-moving-the.html https://finance.yahoo.com/m/93ef7743-8d47-3966-9b70-192a1c25bc82/these-stocks-are-moving-the.html"
X Link 2025-10-13T18:04Z [---] followers, [---] engagements

"$AVGO $EL S&P [---] Movers: LVS AVGO (Oct [--] 10:21 AM) https://www.nasdaq.com/articles/sp-500-movers-lvs-avgo https://www.nasdaq.com/articles/sp-500-movers-lvs-avgo"
X Link 2025-10-13T19:04Z [---] followers, [---] engagements

"The AI revolution needs massive power. While everyone's buying $NVDA chips we should also buy the companies keeping data centers running: $CEG - Nuclear (24/7 clean power) $PWR - Builds the infrastructure $WMB - Natural gas pipelines feeding it all You don't just bet on AI. You bet on everything AI needs to exist. #AI #Infrastructure #Stocks"
X Link 2025-10-13T23:52Z [---] followers, [---] engagements

"In a world where AI decides whats real and whats illusion the sharpest investment is in discretion. 🧠🤖 #AI #Mindfulness #Investing #Philosophy"
X Link 2025-10-14T02:51Z [---] followers, [--] engagements

"Here's the wild funding circle powering AI right now: 🔵 OpenAI Oracle: $300B deal for cloud computing infrastructure (largest cloud deal ever) 🔵 Oracle NVIDIA: $40B to buy cutting-edge AI chips to power that infrastructure 🔵 NVIDIA OpenAI: Up to $100B investment to deploy [--] gigawatts of AI systems The money goes in a circle. OpenAI pays Oracle for data centers. Oracle pays NVIDIA for chips. NVIDIA invests back in OpenAI. Some call it genius. Others call it circular financing. Either way it's the biggest AI infrastructure bet in history and it all loops back to where it started. 🔄 #AI"
X Link 2025-10-14T16:10Z [---] followers, [--] engagements

"Here's what makes this even more interesting: $ORCL is heavily leveraged with a debt-to-equity ratio around [----] meaning they have $4.36 in debt for every $1 of equity. Total debt: $105B Equity: $24B So $ORCL is using borrowed money to fund a massive $40B chip purchase from $NVIDIA. to build infrastructure for OpenAI's $300B contract. which helps $NVIDIA justify investing $100B back into OpenAI. It's not just circular it's debt-financed circular financing. The entire AI infrastructure boom is being built on leverage. 📊💸"
X Link 2025-10-14T16:14Z [---] followers, [--] engagements

"🧵 Thread: The $OKLO Monetization Math That Doesnt Add Up #Nuclear #SMR #AI #CleanEnergy"
X Link 2025-10-15T12:08Z [---] followers, [---] engagements

"1/ Yesterday we talked about $OKLOs valuation assuming 25GW deployed by [----] more than double their own forecast. Today lets talk about what that actually means in dollars and reactors. $SMR $NuScale $VSTN #AIinfrastructure"
X Link 2025-10-15T12:08Z [---] followers, [---] engagements

"3/ The Deployment Math: $OKLO has a $25B market cap. To justify this at even a 10x revenue multiple theyd need $2.5B in annual revenue by [----]. That requires deploying 380+ reactors. Starting from zero. In [--] years. $SMR #Valuation #TechStocks"
X Link 2025-10-15T12:08Z [---] followers, [--] engagements

"4/ Thats 50+ reactors per year. Every. Single. Year. For context: they havent begun commercial operations on reactor #1 yet. The prototype is still in development. $OKLO $NuScale #SMR #CleanTech #Infrastructure"
X Link 2025-10-15T12:08Z [---] followers, [---] engagements

"📊 Mega Valuation vs Momentum (2025-10-10) Cheap vs Strong map Universe: [--] stocks. 🔥 Top Momentum: Industrials Healthcare Financial Services 💰 Lowest Valuation: Consumer Cyclical 🏦 Largest names: Technology Technology Technology Interpretation: upper-right = stronger Momentum with favorable Valuation"
X Link 2025-10-15T14:24Z [---] followers, [--] engagements

"📊 Large Valuation vs Momentum (2025-10-10) Cheap vs Strong map Universe: [---] stocks. 🔥 Top Momentum: Real Estate Utilities Energy 💰 Lowest Valuation: Consumer Cyclical 🏦 Largest names: Communication Services Technology Consumer Defensive Interpretation: upper-right = stronger Momentum with favorable Valuation"
X Link 2025-10-15T14:26Z [---] followers, [--] engagements

"$ABT Abbott (ABT) Q3 Earnings Meet Estimates (Oct [--] 8:40 AM) https://finance.yahoo.com/news/abbott-abt-q3-earnings-meet-124001907.html https://finance.yahoo.com/news/abbott-abt-q3-earnings-meet-124001907.html"
X Link 2025-10-15T17:06Z [---] followers, [--] engagements

"Today Best Market Performers $SANA $AMD $HIMS $SMR $SANA $AAOI $PZZA $LUMN $HUT $SANA $WTTR $HIMS $HI $HL $CEG $UNIT"
X Link 2025-10-15T20:30Z [---] followers, [---] engagements

"3/ The AWS Math: AWS generated $107.6B in revenue for [----] with operating margins of 37%. Thats $39.8B in operating income from one division. At 20x operating income (conservative for high-growth cloud) AWS alone is worth $800B+. $AMZN market cap $2.3T today. $CRM $SNOW #Cloud"
X Link 2025-10-16T01:07Z [---] followers, [---] engagements

"4/ But Wait Theres More: Amazons advertising business hit $56.2B in [----] and growing 18-20%+. This is a business with margins comparable to $GOOGL and $META. At 10x revenue thats another $560B in value. So AWS + Ads = $1.36T Youre paying $940B for everything else. #DigitalAdvertising $GOOGL $META"
X Link 2025-10-16T01:07Z [---] followers, [--] engagements

"Agreed. The sum-of-parts is wild: AWS alone = $800B (at 20x OI) Advertising = $560B (at 10x rev) Subscriptions = $400B+ That's $1.76T right there. You're getting the world's largest e-commerce platform + logistics network for just $540B. The market is mispricing this badly. $AMZN"
X Link 2025-10-16T02:02Z [---] followers, [---] engagements

"6/ Advertising Business Comparison (AI is Eating Ads): $AMZN: $56.2B ad revenue (2024) growing 20% heavily AI-optimized $MSFT: Search/news ads much smaller Amazon is now the #3 digital ad platform behind only $GOOGL and $META and uses AI/ML for targeting better than anyone. Microsoft barely registers in digital advertising despite Bing + OpenAI. Yet MSFT gets the higher multiple $GOOGL $META #DigitalAdvertising #AIAdvertising"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"7/ The Subscription Moat: $AMZN Prime: $44.4B (2024) 240M members $MSFT Office 365: Part of $28B productivity segment Amazons subscription business ALONE generates more than Costcos entire revenue. Both companies are embedding AI (Rufus for AMZN Copilot for MSFT) into subscriptions. Question is: which has more room to grow $COST #SubscriptionEconomy #Copilot"
X Link 2025-10-16T12:53Z [---] followers, [--] engagements

"Great Buy. The sum-of-parts is wild: AWS alone = $800B (at 20x OI) Advertising = $560B (at 10x rev) Subscriptions = $400B+ That's $1.76T right there. You're getting the world's largest e-commerce platform + logistics network for just $540B. The market is mispricing this badly. $AMZN"
X Link 2025-10-16T13:33Z [---] followers, [--] engagements

"$SFM Evercore ISI Reduces PT on Sprouts Farmers Market (SFM) to $170 From $190 Keeps an Outperform Rating (Oct [--] 8:21 AM) https://finance.yahoo.com/news/evercore-isi-reduces-pt-sprouts-122139747.html https://finance.yahoo.com/news/evercore-isi-reduces-pt-sprouts-122139747.html"
X Link 2025-10-16T16:06Z [---] followers, [---] engagements

"$GRAL Samsung and GRAIL Announce Strategic Collaboration to Bring GRAIL's Galleri Multi-Cancer Early Detection Test to Asia (Oct [--] 8:22 AM) https://finance.yahoo.com/news/samsung-grail-announce-strategic-collaboration-122200428.html https://finance.yahoo.com/news/samsung-grail-announce-strategic-collaboration-122200428.html"
X Link 2025-10-16T19:06Z [---] followers, [---] engagements

"1/ The Traditional Playbook (Thats Broken): Normally at end-of-cycle: Rotate from growth defensives ✓ Utilities = safe haven ✓ But [----] is different: Utilities sector P/E: 23.3x (vs 5-year avg of 19.9x) Utilities got the AI premium BEFORE delivering AI revenue. Youre paying growth multiples for defensive stocks. $XLU $SO $DUK $NEE"
X Link 2025-10-17T10:13Z [---] followers, [--] engagements

"2/ The Valuation Reality: Utilities: S&P Utilities P/E: 23.3x $NEE: 23.3x P/E $DUK: 20.1x P/E Dividend yield: 3-4% Midstream: Sector avg P/E: 12x P/E ratios less than 12x MLP yield: 7.8% Broader midstream yield: 5.8% Youre paying 2x the multiple for HALF the yield. $KMI $WMB $TRGP $ET $EPD"
X Link 2025-10-17T10:13Z [---] followers, [--] engagements

"4/ Midstream Gets AI Benefits TODAY: Natural gas = 43% of US electricity generation AI data centers running NOW use nat gas power plants. Result: Higher throughput immediately Fee-based model = instant revenue No regulatory lag Free cash flow positive with comfortable dividend coverage $KMI $WMB $TRGP #NaturalGas"
X Link 2025-10-17T10:13Z [---] followers, [--] engagements

"5/ The Margin Math: Utilities: Regulated returns = capped margins $212B capex = years before positive returns Rate recovery uncertain Midstream: Debt-to-EBITDA avg: 3.6x (down from 4.5x) Strong free cash flow generation Capital-light growth model Multiple names targeting 5-33% dividend growth in [----] Which would you rather own $ENB $OKE $MPLX"
X Link 2025-10-17T10:13Z [---] followers, [--] engagements

"$OKLO Canaccord Genuity Initiates Oklo Inc (OKLO) With a Buy Rating (Oct [--] 9:26 AM) https://finance.yahoo.com/news/canaccord-genuity-initiates-oklo-inc-132652604.html https://finance.yahoo.com/news/canaccord-genuity-initiates-oklo-inc-132652604.html"
X Link 2025-10-17T16:06Z [---] followers, [--] engagements

"$AXP American Express (AXP) Q3 Earnings and Revenues Top Estimates (Oct [--] 8:10 AM) https://finance.yahoo.com/news/american-express-axp-q3-earnings-121002180.html https://finance.yahoo.com/news/american-express-axp-q3-earnings-121002180.html"
X Link 2025-10-17T17:06Z [---] followers, [--] engagements

"$PPTA PPTA Crosses Above Average Analyst Target (Oct [--] 6:41 AM) https://www.nasdaq.com/articles/ppta-crosses-above-average-analyst-target https://www.nasdaq.com/articles/ppta-crosses-above-average-analyst-target"
X Link 2025-10-17T18:06Z [---] followers, [---] engagements

"$ORCL A Look at AMDs Valuation Following Major Oracle OpenAI AI Partnerships and Growing AI Hardware Demand (Oct [--] 10:18 AM) https://finance.yahoo.com/news/look-amd-valuation-following-major-141847657.html https://finance.yahoo.com/news/look-amd-valuation-following-major-141847657.html"
X Link 2025-10-17T19:06Z [---] followers, [--] engagements

"Today Best Market Performers $LBRT $AXP $KVUE $IRON $LBRT $APPF $SKY $LILAK $AXP $IRON $LBRT $KVUE $LUNR $FEAM $ES $AXON"
X Link 2025-10-17T23:51Z [---] followers, [--] engagements

"📅 Oct [--] [----] Market Breadth Snapshot Overall A/D [----] 56.2% 200DMA 40.6% 50DMA 🏦 Mega caps still dominate breadth (73.5% 200DMA vs 49.4% for Small Cap). Leaders Consumer Defensive (A/D [----] 45.5% 200DMA) Laggards Industrials (A/D [----] 64.1% 200DMA) 🛡 Defensive tone investors rotating into safety. #MarketBreadth #Stocks #SP500"
X Link 2025-10-17T23:53Z [---] followers, [--] engagements

"Curiosity rewires how we invest. Why does this narrative feel compelling What am I assuming about this trend Is this conviction or confirmation bias The questions matter more than quick answers. Curiosity creates space between impulse and decisionwhere real investing happens. #BehavioralFinance #Investing #InvestorPsychology #Curiosity #InvestmentStrategy #DecisionMaking"
X Link 2025-10-19T22:27Z [---] followers, [--] engagements

"💎 Hidden Gems: Mega-cap strength hiding in plain sight. WFC [--] BG [--] GNRC [--] Momentum + Valuation ✓ potential breakouts ahead. #justAlpha #stocks #Momentum #Value"
X Link 2025-10-20T11:06Z [---] followers, [--] engagements

"Interesting dynamic with $AMZN right now: Market cap down $160B since my thread but the sum-of-parts math actually got MORE compelling. AWS alone (at 20x OI) = $800B Ads (at 10x rev) = $560B That's $1.36T for two segments. You're now getting e-commerce + logistics + subscriptions for under $900B. Today's AWS outage isn't helping sentiment but these incidents don't change the fundamental thesis. They happen to all cloud providers. Oct [--] earnings should clarify if AWS re-acceleration is real or if margin expansion stalls. That's the only data point that matters. $MSFT $GOOGL #AWS #Earnings"
X Link 2025-10-20T12:56Z [---] followers, [---] engagements

"📊 justAlpha Top [--] (All Stocks) Oct [--] [----] $WFC $GNRC $BG $SIG $BAC $JNJ $SHLS $EXC $GRC $STAG ⚠ Bottom side $CRVL $SOC $CTAS $PDPG $BDN $FIZZ $VRSK $HLNE $ROOT $PEN #justAlpha #Week20251017"
X Link 2025-10-20T13:10Z [---] followers, [--] engagements

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