@MinervaCap Avatar @MinervaCap Minerva Capital

Minerva Capital posts on X about wl, calls, $rklb, $clym 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 74.03% technology brands 27.92% social networks 25.32% cryptocurrencies 20.13% finance 14.29% exchanges 3.25% financial services 1.3% countries 1.3% currencies 0.65% luxury brands 0.65%

Social topic influence wl #321, calls 5.84%, $rklb #168, $clym #2, strong 5.19%, advice #834, $well #39, $cadl #11, nfa #145, ai 3.9%

Top accounts mentioned or mentioned by @borninvestors @stockystockman1 @philsy13 @mattshumer @kerrisdalecap @geminiapp @jaguaranalytics @ivanhoe @robertivanhoe @marknewtoncmt @insaneanalyst @citrini7 @zohmbastic @oraclenyse @catechwilliams @researchqf @vikramskrs @deitaone @collision @benthompsons

Top assets mentioned Rocket Lab USA, Inc. Common Stock (RKLB) Climb Bio, Inc (CLYM) WELL3 (WELL) Candel Therapeutics, Inc. (CADL) Bloom Energy Corporation (BE) GlobalFoundries (GFS) Biodesix, Inc (BDSX) AbbVie Inc (ABBV) Amentum Holdings, Inc. (AMTM) Praxis Precision Medicines, Inc. (PRAX) Foghorn Therapeutics Inc. (FHTX) Cloudflare, Inc. (NET) CS Disco, Inc. (LAW) Hinge Health, Inc. (HNGE) Taiwan Semiconductor (TSM) PepGen Inc. (PEPG) Adagene Inc. (ADAG) Day One Biopharmaceuticals, Inc. (DAWN) Redwire Corporation (RDW) Micron Technology, Inc. (MU) Carpenter Technology Corp (CRS) Texas Pacific Land, Corp. (TPL) TeraWulf Inc. (WULF) Iovance Biotherapeutics, Inc. Common Stock (IOVA) Neumora Therapeutics, Inc. (NMRA) Huma Finance (HUMA) Viasat Inc (VSAT) Take-Two Interactive Software, Inc. (TTWO) AC Milan Fan Token (ACM) Greenwich LifeSciences, Inc. (GLSI) Lam Research Corporation (LRCX) Sezzle Inc. Common Stock (SEZL) Amkor Technology Inc (AMKR) Icon Plc (ICLR) Nuvation Bio Inc. (NUVB) Oric Pharmaceuticals, Inc. (ORIC) 4D Molecular Therapeutics Inc. (FDMT) ArriVent BioPharma, Inc. (AVBP) Vir Biotechnology, Inc. Common Stock (VIR) Partisia Blockchain (MPC) Lazard Ltd. Class A (LAZ) Merit Circle (MC) RAI Finance (SOFI) Nova Minerals Limited (NVA) Deckers Outdoor, Corp. (DECK) Planet Labs PBC (PL) Evommune, Inc. (EVMN) Camtek Ltd (CAMT) Legend Biotech Corp (LEGN) Zenas BioPharma, Inc. (ZBIO) Dyne Therapeutics, Inc. (DYN) ASP Isotopes Inc. (ASPI) ZetaChain (ZETA) Braze Inc. (BRZE) Oceaneering International Inc. (OII) Lumentum Holdings Inc. Common Stock (LITE) Cryptonex (CNX) Bread Financial Holdings, Inc. (BFH)

Top Social Posts

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

"Updated Gemini notes on how to manage the $CADL trade. NFA / DYODD"
X Link 2025-12-11T15:52Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Dec [--] $BNED $BCI $COO $AIOT $SUUN $SOC $HTZ 📌 See pinned tweet for how I use my WL"
X Link 2025-12-24T03:35Z [----] followers, [---] engagements

"🗓 Watchlist for Mon Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $BDSX $ENGN $CRVS $LRMR [--]. Tech Defense & Other $UMAC $BE $WULF $SATL $TTAM $RCAT $METC $PAYO $SW $ADUR 📌 See pinned tweet for how I use my WL"
X Link 2026-01-26T03:06Z [----] followers, [----] engagements

"🗓 Watchlist for Tue Jan [--] (Not Financial Advice) $BDSX $IPSC $IRD $AKAM $SNDX $RKLB $CMPX $CNTX $RAIL $IOVA $ESPR $CLYM $PTRN $REI 📌 See pinned tweet for how I use my WL"
X Link 2026-01-27T04:21Z [----] followers, [---] engagements

"Sold half the $ABBV calls on a quick double in [--] hours. I always place a limit order to sell half on a double and didn't expect it to move this fast. https://x.com/MinervaCap/status/2019064819140190589 Bought the dip on $ABBV stock + Mar [---] calls https://t.co/TVrS7CgcDU https://x.com/MinervaCap/status/2019064819140190589 Bought the dip on $ABBV stock + Mar [---] calls https://t.co/TVrS7CgcDU"
X Link 2026-02-04T18:39Z [----] followers, [---] engagements

"🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL"
X Link 2026-02-10T03:16Z [----] followers, [----] engagements

"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"
X Link 2026-02-11T17:24Z [----] followers, 25.7K engagements

"🗓 Watchlist for Mon Feb [--] (Not Financial Advice) $HROW $GLSI $LRCX $FHTX $OSW $PACK $SEZL $TENB $BILL $DSGR 📌 See pinned tweet for how I use my WL"
X Link 2026-02-09T00:44Z [----] followers, [---] engagements

"Bought the dip on $AMTM. Gemini notes below. This is after "messy" earnings so expect volatility and higher risk. NFA https://x.com/MinervaCap/status/2021060697791283280 🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL https://t.co/KDCq9L20vD https://x.com/MinervaCap/status/2021060697791283280 🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL https://t.co/KDCq9L20vD"
X Link 2026-02-10T14:43Z [----] followers, [----] engagements

"Here is where $AMTM found support on the daily chart"
X Link 2026-02-10T14:45Z [----] followers, [---] engagements

"A lot has been written about the #SaaSpocalypse - but what about the second-order effects I think the Bay Area residential / commercial real estate market would have the most impact if huge chunks of the highest-paid people start getting laid off. $ESS $EQR $BXP. Thoughts"
X Link 2026-02-10T19:46Z [----] followers, [---] engagements

"$AMKR June $65 calls on this offering dip. Notes from y'day. NFA"
X Link 2026-02-13T14:55Z [----] followers, [---] engagements

"Trimmed some more of the $ABBV Mar [---] calls now ITM and almost 400% up"
X Link 2026-02-13T15:04Z [----] followers, [---] engagements

"Followed @KerrisdaleCap into $ICLR stock + March [---] calls https://x.com/KerrisdaleCap/status/2022327344405618822s=20 We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat https://x.com/KerrisdaleCap/status/2022327344405618822s=20 We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a"
X Link 2026-02-13T15:18Z [----] followers, [----] engagements

"🗓 Watchlist for Fri Dec [--] $CYBN $CORZ $PPSI $ALAR $IMMX $ACOG $IONQ 📌 See pinned tweet for how I use my WL"
X Link 2025-12-26T14:14Z [----] followers, [----] engagements

"🗓 Watchlists for Wed Jan [--] (Not Financial Advice) $NUVB $GOSS $CTNM $ORIC $BDSX $FDMT $WHWK $AVBP $VIR $ZVRA $PRAX $CAPR 📌 See pinned tweet for how I use my WL"
X Link 2026-01-14T04:54Z [----] followers, [---] engagements

"Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below"
X Link 2026-02-03T16:54Z [----] followers, [----] engagements

"RT @GeminiApp: Today were releasing a significant upgrade to our specialized reasoning mode Gemini [--] Deep Think. Deep Think is built to"
X Link 2026-02-12T16:45Z [----] followers, [----] engagements

"$CCJ Mar [---] calls on the post-earnings dip"
X Link 2026-02-13T15:27Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Nov 14: 🔺 $GFF $CART $VVX $HBI $MC $AA $ALAB $APO $VST $GRND $NEWT $SOFI $DCO $TFC $BHC $SNOW $EBS $LAZ $CENX $RDNT $MKSI $GIL 🔻 $PARR $DLTR $ACHC $CPRI 📌 See pinned tweet for how I use my WL"
X Link 2024-11-14T03:26Z [----] followers, [----] engagements

"As I was expecting $TEM first undercut all the stops just below the recent low and is now powering up on high volume. I am looking at it to double from here"
X Link 2024-12-16T14:58Z [----] followers, [----] engagements

"$BTM is an under-the-radar Bitcoin $BTC play with a fwd P/E of [--] already profitable and showing and projecting strong EPS growth"
X Link 2025-05-22T14:36Z [----] followers, [----] engagements

"Amazing gains today. Booked 100% gains intraday in $SRFM. Hope my watchlist helped some of you. Top open positions: $ACHR $MRNA $NKTR $BLNE $CRNC $SANA $PRME $ABCL https://x.com/MinervaCap/status/1937335052792410248 🗓 Watchlist for Tue Jun 24: $RBRK $PHLT $STIM $GHM $SRFM $ORIC $MC $EVR $WGS https://t.co/AfOPhmEjER https://x.com/MinervaCap/status/1937335052792410248 🗓 Watchlist for Tue Jun 24: $RBRK $PHLT $STIM $GHM $SRFM $ORIC $MC $EVR $WGS https://t.co/AfOPhmEjER"
X Link 2025-06-24T20:14Z [----] followers, [----] engagements

"$HOND = TERRESTRIAL *DOE PICKS OKLO TRISO-X FOR NUCLEAR FUEL LINE PROJECTS *DOE ALSO TAPS VALAR ATOMICS TERRESTRIAL FOR NUCLEAR PILOT Good r/r spot here"
X Link 2025-09-30T17:51Z [----] followers, [----] engagements

"🗓 Watchlist for Wed Oct [--] $FMCC $NEXN $NPWR $JOBY $HEI $BWXT $QRHC $SSII $ARAI $RKT 📌 See pinned tweet for how I use my WL"
X Link 2025-10-15T04:49Z [----] followers, [---] engagements

"$SMMT multi-million dollar insider buys by the executive team recently:"
X Link 2025-10-24T01:55Z [----] followers, [----] engagements

"🗓 Watchlist for Fri Oct [--] $ONDS $WBTN $FLOC $BBAI $NVA $BLBX $PDD $DECK 📌 See pinned tweet for how I use my WL"
X Link 2025-10-24T04:49Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Oct [--] $BKV $NPWR $TBPH $ACIU $SLS $VTYX $PALI $SOFI $PFSI $OIH $MDXG $ORN $COHU $VIAV 📌 See pinned tweet for how I use my WL"
X Link 2025-10-30T05:15Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Nov [--] $NET $SNDX $LTH $RCKY $CRK $FTK $BTSG 📌 See pinned tweet for how I use my WL"
X Link 2025-11-05T04:05Z [----] followers, [---] engagements

"Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart"
X Link 2025-11-24T16:48Z [----] followers, [---] engagements

"$HNGE just a beautiful rally not leaving any open gaps. https://x.com/MinervaCap/status/1993015708125683958 $HNGE still going strong - new study out showing that Hinge reduces MRIs and X-Rays for Back Pain by 60% https://t.co/AmIhLnP7tN https://t.co/olmlYMIoNN https://x.com/MinervaCap/status/1993015708125683958 $HNGE still going strong - new study out showing that Hinge reduces MRIs and X-Rays for Back Pain by 60% https://t.co/AmIhLnP7tN https://t.co/olmlYMIoNN"
X Link 2025-11-26T20:47Z [----] followers, [---] engagements

"Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA"
X Link 2025-11-28T15:55Z [----] followers, [----] engagements

"🗓 Watchlist for Tue Dec [--] $VIK $BWAY $BE $BW 📌 See pinned tweet for how I use my WL"
X Link 2025-12-02T04:44Z [----] followers, [---] engagements

"Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://x.com/MinervaCap/status/1994434996330000705 https://x.com/MinervaCap/status/1994434996330000705"
X Link 2025-12-05T15:48Z [----] followers, [---] engagements

"$CADL Stephens & Co. Reiterates Buy PT $15. Other PTs on chart. Will most probably exercise the rest of my calls which are ITM now. https://x.com/MinervaCap/status/1996969851198529541 Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://t.co/lxgS4l60iw https://t.co/ze50GVPZI7 https://x.com/MinervaCap/status/1996969851198529541 Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://t.co/lxgS4l60iw https://t.co/ze50GVPZI7"
X Link 2025-12-08T18:07Z [----] followers, [---] engagements

"$LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance and filled the old gap to [----]. Looking for it to drift towards the analyst PT of $10 and trailing stops in the meantime. https://x.com/MinervaCap/status/1992998711321149878 Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart. https://t.co/VR2DVdcDkd https://x.com/MinervaCap/status/1992998711321149878 Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart. https://t.co/VR2DVdcDkd"
X Link 2025-12-08T23:58Z [----] followers, [---] engagements

"$LAW +9% as of now on 400% RVOL. Seems like a squeeze. Not complaining. Keep raising stops. https://x.com/MinervaCap/status/1998180320898961827 $LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance and filled the old gap to [----]. Looking for it to drift towards the analyst PT of $10 and trailing stops in the meantime. https://t.co/gb9DOBHgrX https://t.co/rmrsccOVXC https://x.com/MinervaCap/status/1998180320898961827 $LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance"
X Link 2025-12-09T15:22Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Dec [--] $PL $TFX $AROC $TPG $ARRY $CTRI 📌 See pinned tweet for how I use my WL"
X Link 2025-12-11T05:52Z [----] followers, [---] engagements

"🗓 Watchlist for Mon Dec [--] $ELVA $RKLB $PDFS $AMKR $PLAB $PATH 📌 See pinned tweet for how I use my WL"
X Link 2025-12-15T03:32Z [----] followers, [---] engagements

"Bought $OCUL Mar $25 and $FDMT Apr $15 calls. Notes on charts. NFA"
X Link 2025-12-17T15:10Z [----] followers, [----] engagements

"Bought the dip on $CGEM. Notes below. NFA"
X Link 2025-12-19T15:44Z [----] followers, [---] engagements

"🗓 Watchlist for Tue Dec [--] (Not Fin. Advice) $EVMN $PYPD $PRAX $TENX 📌 See pinned tweet for how I use my WL"
X Link 2025-12-30T02:35Z [----] followers, [----] engagements

"Followed Kerrisdale into $TDS. Their past calls have been great. Notes below. NFA. https://x.com/KerrisdaleCap/status/2008903479436189984 Were long $TDS. Report at https://t.co/BUN5JxCPzQ. Company sold its problem wireless biz cleaned up the balance sheet and is about to receive a staggering amount of cash. Yet the stock still trades like none of that matters. We see fair value at $68 up 70%. 1/10 https://x.com/KerrisdaleCap/status/2008903479436189984 Were long $TDS. Report at https://t.co/BUN5JxCPzQ. Company sold its problem wireless biz cleaned up the balance sheet and is about to receive a"
X Link 2026-01-07T14:57Z [----] followers, [----] engagements

"Picked up $NEOG on this partial fill of the post-earnings gap. Notes below. NFA"
X Link 2026-01-09T15:25Z [----] followers, [---] engagements

"$FBRX and $FHTX the only [--] biotech stocks acting well on volume today from the watchlist. Notes below. NFA"
X Link 2026-01-13T15:14Z [----] followers, [---] engagements

"$FACT is another spac I have warrants in $FACTW https://x.com/Spac__Trader/status/2011505396213534810 $FACT in addition to SpaceX and the others previously mentioned Airbus American Airlines the US Navy the Defense Logistics Agency and the Naval Air Warfare Center are customers. 17M float and an S-4 was filed January 2nd. Back below its $10.51 NAV making it a good R/R IMO. https://t.co/CxwGQL46Gw https://x.com/Spac__Trader/status/2011505396213534810 $FACT in addition to SpaceX and the others previously mentioned Airbus American Airlines the US Navy the Defense Logistics Agency and the Naval"
X Link 2026-01-14T18:31Z [----] followers, [---] engagements

"Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA"
X Link 2026-01-15T14:30Z [----] followers, [----] engagements

"$CAMT touched ATHs intraday and pulled back. Volume is 2x that of the 13th when it failed to follow thru. It is stretched but I think this time it keeps drifting up as institutes accumulate. Will keep trailing stops though - don't want it to fill the gap. https://x.com/MinervaCap/status/2011808329904095250 Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA. https://t.co/Bbk0F8pjiy https://x.com/MinervaCap/status/2011808329904095250 Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA. https://t.co/Bbk0F8pjiy"
X Link 2026-01-15T18:28Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Jan [--] (Not Financial Advice) $IMRX $ATAI $RGNX $AVBP $PRAX $LIVN $LEGN $NUVB $ZBIO $ACRS $RKLB $ALM $BCRX $PEPG $COHU $QGEN $LNWO 📌 See pinned tweet for how I use my WL"
X Link 2026-01-21T02:59Z [----] followers, [---] engagements

"Great $TKO pitch as usual from @JaguarAnalytics. Here's the TLDR version courtesy of Gemini. NFA https://x.com/JaguarAnalytics/status/2014126866165006447 $TKO TKO Group -- Do you like NASCAR Then you may find this interesting. Given the loss of absolute control within France family a rare window of opportunity has opened up for Mark Shapiro to make a move. Jag research: https://t.co/qxrU7eyAMG Slides: https://t.co/oc59NCxyG3 https://t.co/SDUy8wTNA7 https://x.com/JaguarAnalytics/status/2014126866165006447 $TKO TKO Group -- Do you like NASCAR Then you may find this interesting. Given the loss"
X Link 2026-01-22T00:50Z [----] followers, [----] engagements

"🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned tweet for how I use my WL"
X Link 2026-01-23T04:45Z [----] followers, [----] engagements

"Sold half of these $HSY puts on a double and will ride the rest. The downside is accelerating. Couldn't have timed the top better. https://x.com/MinervaCap/status/2013647628970664260 Picked up these [--] shorts $HSY $MNST $DG by feeding these summaries into Gemini https://t.co/kFMEVOSVr1 https://t.co/8SGUuHRxtl https://x.com/MinervaCap/status/2013647628970664260 Picked up these [--] shorts $HSY $MNST $DG by feeding these summaries into Gemini https://t.co/kFMEVOSVr1 https://t.co/8SGUuHRxtl"
X Link 2026-01-23T14:32Z [----] followers, [---] engagements

"$ADAG from WL catching on fire today. Fidelity doesn't allow buying it had to buy it in IBKR https://x.com/MinervaCap/status/2014560010660176101 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned tweet for how I use my WL https://t.co/O58hgZzosB https://x.com/MinervaCap/status/2014560010660176101 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned"
X Link 2026-01-23T16:25Z [----] followers, [---] engagements

"$ADAG notes below. NFA"
X Link 2026-01-23T16:26Z [----] followers, [---] engagements

"Strong green day helped in recovering y'day's losses and then some. Top contributors: $BE $IREN $TE $SKM $ASYS $MU $GFS $WULF $OII $GLSI $CHRS $CRWV $RDW"
X Link 2026-01-27T21:02Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Jan [--] (Not Financial Advice) $LRN $FFIV $LITE $IOVA $AVIR $RAPP $TSEM 📌 See pinned tweet for how I use my WL"
X Link 2026-01-28T03:09Z [----] followers, [----] engagements

"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $META $EVGO $EVMN $IBRX $CLYM 📌 See pinned tweet for how I use my WL"
X Link 2026-01-29T02:54Z [----] followers, [---] engagements

"$GUTs another way Gemini helped (by avoiding the trade which was popular in BioTwit). See notes in chart below from earlier. https://x.com/OpenOutcrier/status/2016864379740840153 $GUTS (-61.7% pre) Fractyl Health stock falls after midpoint data on GLP-1 weight maintenance https://t.co/P6XDhwQCE3 https://x.com/OpenOutcrier/status/2016864379740840153 $GUTS (-61.7% pre) Fractyl Health stock falls after midpoint data on GLP-1 weight maintenance https://t.co/P6XDhwQCE3"
X Link 2026-01-29T13:53Z [----] followers, [----] engagements

"$HON came thru Looking forward to exercising the Feb [---] calls on expiry. Gemini notes on earnings below https://x.com/MinervaCap/status/2014465623674540401 $HON its all coming together for an epic bull run once the street wakes up https://t.co/ovl68j6skl https://t.co/LA0klWjAkZ https://x.com/MinervaCap/status/2014465623674540401 $HON its all coming together for an epic bull run once the street wakes up https://t.co/ovl68j6skl https://t.co/LA0klWjAkZ"
X Link 2026-01-29T14:47Z [----] followers, [---] engagements

"Bought the flush in $CRS. Notes / chart below. NFA"
X Link 2026-01-29T16:09Z [----] followers, [----] engagements

"Picked up $MP Feb $65 calls on the debunked Reuters story. Notes below. NFA"
X Link 2026-01-29T17:13Z [----] followers, [----] engagements

"🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning. See my earlier tweet for possible impacts"
X Link 2026-01-30T05:20Z [----] followers, [---] engagements

"Further expanding on the Warsh playbook (NFA): Long: Mag7 cash-rich / debt-free quality companies $KIE insurers $XLF financials capital markets $UUP US Dollar Sell / short: $EEM $GLD $IWM anything that depends on debt / low interest rates https://x.com/MinervaCap/status/2017095640879382838 https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U https://x.com/MinervaCap/status/2017095640879382838 https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as"
X Link 2026-01-30T13:34Z [----] followers, [---] engagements

"Bought $CNX from WL. Full notes below. NFA https://x.com/MinervaCap/status/2017105608923894241 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning. See my earlier tweet for possible impacts. https://t.co/J6SedhvII4 https://x.com/MinervaCap/status/2017105608923894241 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning."
X Link 2026-01-30T14:56Z [----] followers, [---] engagements

"Shorted $NEM and $ALB today based on Gemini's suggestions below and topping out patterns on chart. High risk. I am gradually unwinding the long book and adding to the short side. NFA"
X Link 2026-01-30T16:21Z [----] followers, [---] engagements

"Picked up $GLW Feb $110 calls frankly out of boredom. NFA"
X Link 2026-01-30T17:56Z [----] followers, [----] engagements

"Of the Warsh trades I took $KRE (Regional Banks) Feb [--] calls performing the best. $KIE Insurance and $XLF Financials yet to take off. https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U"
X Link 2026-02-02T15:59Z [----] followers, [----] engagements

"Picked up $INDA Feb $53 calls on the India trade deal https://x.com/DeItaone/status/2018368723569050075 TRUMP: HE AGREED TO STOP BUYING RUSSIAN OIL AND TO BUY MUCH MORE FROM UNITED STATES AND POTENTIALLY VENEZUELA TRUMP: EFFECTIVE IMMEDIATELY WE AGREED TO A TRADE DEAL BETWEEN UNITED STATES AND INDIA TRUMP: UNITED STATES WILL CHARGE A REDUCED RECIPROCAL TARIFF LOWERING IT https://x.com/DeItaone/status/2018368723569050075 TRUMP: HE AGREED TO STOP BUYING RUSSIAN OIL AND TO BUY MUCH MORE FROM UNITED STATES AND POTENTIALLY VENEZUELA TRUMP: EFFECTIVE IMMEDIATELY WE AGREED TO A TRADE DEAL BETWEEN"
X Link 2026-02-02T17:10Z [----] followers, [---] engagements

"🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $GME $NSSC $XPO $TEX $LION $TBRG $DAKT $SRI $EDU $BWMX $ARCB 📌 See pinned tweet for how I use my WL"
X Link 2026-02-03T04:37Z [----] followers, [---] engagements

"Picked up $IE stock and Mar [-----] calls and 20/25 call spreads. CEO was with Trump at the rare earths announcement y'day. Gemini notes below. NFA https://x.com/ivanhoeelectric/status/2018462642420228328 It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE https://x.com/ivanhoeelectric/status/2018462642420228328 It was an honor to have @Ivanhoe Electric"
X Link 2026-02-03T15:32Z [----] followers, [---] engagements

"Why is $CRS up 10% today in a weak tape. Gemini explains. Hint: picks and shovels for aerospace"
X Link 2026-02-03T17:11Z [----] followers, [---] engagements

"Bought $LASR close to the offering price. On a tight leash. If it breaks $44 👋"
X Link 2026-02-04T15:42Z [----] followers, [---] engagements

"Earnings playbook these days: Anything less than a monster beat crucified. Monster beat wait for it to fill the gap on aggressive profit-booking. See $PLTR $TER $SNDK recently and $LITE today"
X Link 2026-02-04T17:28Z [----] followers, [---] engagements

"$MPC now up 9% from y'day's dip buys. It looks like they might not be as impacted from a spike in Crude $CL_F due to Gulf tensions as I thought. https://x.com/MinervaCap/status/2018729910723063962 Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below. https://t.co/FUPTM3hw3U https://x.com/MinervaCap/status/2018729910723063962 Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below. https://t.co/FUPTM3hw3U"
X Link 2026-02-04T18:13Z [----] followers, [---] engagements

"Not sure how I missed the @MarkNewtonCMT interview from a week back - highly recommended watching. He has called out the turns better than most. He is looking at $SPX peaking [----] (4% from here) and then a drawdown of 15-20% into October based on some of these risk factors:"
X Link 2026-02-04T23:40Z [----] followers, [----] engagements

"Here is what I think is happening: - The market is discounting OpenAI as a zero. OpenAI complex ( $MSFT $ORCL $SFTBY) already down big from highs - Since they are the most reckless AI spender AI bottlenecks will become supply gluts - Anything to do with tech / AI in general and the OpenAI complex in particular will be sold off - Due to its weight in the indices it will drag most other things lower - Industries like Utilities Energy etc. also have been benefiting from AI and are risky - Only industries completely insulated or benefiting from AI (such as Consumer Staples Defense Healthcare"
X Link 2026-02-05T13:00Z [----] followers, [---] engagements

"The next few months will require comfort with shorting / hedging in my opinion. Or just cash will beat most active strategies. I was hoping for at least a final pop to liquidate my longs. Not sure if we will get it"
X Link 2026-02-05T15:19Z [----] followers, [---] engagements

"Bought $DT Mar $40 calls on this post-earnings dip. Gemini notes below. NFA"
X Link 2026-02-09T16:07Z [----] followers, [---] engagements

"Also bought the dip on $XYL + March $135 calls. Notes below. NFA"
X Link 2026-02-10T14:55Z [----] followers, [---] engagements

"Just realized $WELL is reporting earnings after close today. Gemini notes on outlook below. Since I already sold half my calls I'm holding the rest and stock thru earnings. NFA"
X Link 2026-02-10T18:44Z [----] followers, [---] engagements

"$BMNR = Burning Money No Refunds Big Mistake No Recovery Bounces May Not Recover Buy My Nasty Rugpull Burning Money No Refunds Big Mistake No Recovery Bounces May Not Recover Buy My Nasty Rugpull"
X Link 2026-02-10T20:41Z [----] followers, [---] engagements

"$WELL Gemini calls the earnings "Goldilocks" https://x.com/tenet_research/status/2021331365187420545 $WELL Welltower Q4 Earnings Highlights Q4 Results (Beat): 🔹 FFO: $1.45 beat by $0.04 vs $1.41 consensus 🔹 Revenue: $3.18B up 41.3% YoY vs $2.86B consensus FY26 Guidance (Above Consensus): 🔹 FFO: $6.09 to $6.25 vs $6.04 consensus Key Metrics & Outlook: 🔹 SSNOI growth: https://x.com/tenet_research/status/2021331365187420545 $WELL Welltower Q4 Earnings Highlights Q4 Results (Beat): 🔹 FFO: $1.45 beat by $0.04 vs $1.41 consensus 🔹 Revenue: $3.18B up 41.3% YoY vs $2.86B consensus FY26 Guidance"
X Link 2026-02-10T21:20Z [----] followers, [---] engagements

"What's hot vs what's not in the ETF world. $XHB and $ITB (homebuilders stands out and not much else)"
X Link 2026-02-11T00:25Z [----] followers, [---] engagements

"Source: https://finviz.com/published_map.ashxt=etf&st=d1&f=021026&i=etf_d1_192394240 https://finviz.com/published_map.ashxt=etf&st=d1&f=021026&i=etf_d1_192394240"
X Link 2026-02-11T00:25Z [----] followers, [---] engagements

"Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA"
X Link 2026-02-11T15:54Z [----] followers, [---] engagements

"@insane_analyst @Citrini7 Hi Have you updated your views on $GFS after earnings See this pitch: https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to"
X Link 2026-02-11T16:02Z [----] followers, [----] engagements

"$WELL breaking out to ATHs https://x.com/MinervaCap/status/2021333589745705332 $WELL Gemini calls the earnings "Goldilocks" https://t.co/uZ2wJBy2ix https://t.co/7EIoFPTTGU https://x.com/MinervaCap/status/2021333589745705332 $WELL Gemini calls the earnings "Goldilocks" https://t.co/uZ2wJBy2ix https://t.co/7EIoFPTTGU"
X Link 2026-02-11T16:21Z [----] followers, [---] engagements

"$HNGE impressive recovery from lows. I was able to bottom-tick it and just sold half the calls on a quick double. https://x.com/MinervaCap/status/2021613839247376633 Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA https://t.co/PZQ9IuiZo8 https://x.com/MinervaCap/status/2021613839247376633 Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA https://t.co/PZQ9IuiZo8"
X Link 2026-02-11T20:54Z [----] followers, [---] engagements

"Several winners in the port today - goes to show that not all of tech is being sold off. There are some pockets of strength: $MU $TER $TSM $GFS $BE and in non-tech $QXO and $WELL"
X Link 2026-02-11T21:05Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Feb [--] (Not Financial Advice) $MPWR $CRDO $EHC $MCHP $HCA $STM $BLKB $OPCH $PEPG $REGN $SNDX $ZBIO 📌 See pinned tweet for how I use my WL"
X Link 2026-02-12T02:46Z [----] followers, [---] engagements

"$KPTI big earnings winner today. I have the March [----] calls now ITM. Sold half on a double. Gemini notes below. NFA"
X Link 2026-02-12T15:06Z [----] followers, [---] engagements

"Has it ever happened that the Tech sector declines while some other sectors keep going up Yes it does happen for prolonged periods. You need to change your playbook. NFA"
X Link 2026-02-12T15:21Z [----] followers, [---] engagements

"RT @zohmbastic: $KPTI"
X Link 2026-02-12T15:46Z [----] followers, [--] engagements

"The market is telling us that it is operating on the [----] playbook: $XLK weak / $XLP strong. One of the biggest risks being factored in is that the Chinese AI models are far more efficient and sometimes all you need is a Corolla not a Ferrari: https://x.com/fkronawitter1/status/2021977006330851589s=20 OpenRouter market share exploding which allocates without "brand awareness" between LLMs Chinese open source models crushing download charts The Megacap Capex ROI debate is going to get very loud again Mag7 appear weakest link in market to me here aside of Software https://t.co/5SpJiZQZXm"
X Link 2026-02-12T16:01Z [----] followers, [---] engagements

"RT @OracleNYSE: $DOCU Free Docusign platform clone has surfaced on github"
X Link 2026-02-12T17:49Z [----] followers, [--] engagements

"Shorted $ANDG (Andersen reborn after Enron infamy) based on @catechwilliams pitch. He has gotten some great short calls right before. Gemini notes below. High risk. NFA. https://x.com/catechwilliams/status/2022006218336997884 $ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax servicesbeing disintermediated by AI highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags. https://x.com/catechwilliams/status/2022006218336997884 $ANDG. Resurrected Arthur Andersen of Enron"
X Link 2026-02-12T18:21Z [----] followers, [---] engagements

"RT @ResearchQf: Logistics stocks are crashing today. Wealth advisory stocks were hit hard recently. What are 3rd party logistics companie"
X Link 2026-02-12T18:50Z [----] followers, [--] engagements

"How I use my daily watchlists Early on I would spend a lot of time and effort building detailed watchlists and then hesitate to pull the trigger on the trading day. Since then I've streamlined my process with these rules. They're not foolproof but they've been a great help: On the long side I look for "buying pressure" in the form of RVOL (Relative Volume). The stock needs to have a higher than average RVOL along with the price being in green. This tells me that others are also buying in along with me and there's support to hold up the price. Ideally I also want the price and RVOL to be"
X Link 2024-11-08T18:00Z [----] followers, 13.9K engagements

"🗓 Watchlist for Mon Nov [--] $NVA $EXPE $NRDS $PGNY $GEN $SNDK $MG $WLDN $COHU $RDDT $CLS $BW $MU $NET 📌 See pinned tweet for how I use my WL"
X Link 2025-11-10T05:35Z [----] followers, [---] engagements

"$UPB momentum burst on volume today. I was anyways looking for a good entry point"
X Link 2025-11-14T18:05Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Dec [--] $RR $ANNX $GOSS $SYRE $OMER $VIR $GANX $KURA $ACHV $VNDA $DNLI $EYPT $ARDX $LXEO $CCCC $ALMS $CMPX $PYXS $ANRO $RLMD $CGTX $ALGM 📌 See pinned tweet for how I use my WL"
X Link 2025-12-04T05:39Z [----] followers, [---] engagements

"Bought the dip on $LBRX. Recent biotech IPO and isn't tracked as much right now. Just got added to Russell [----] and [----] indices today. Notes on chart. NFA"
X Link 2025-12-09T15:56Z [----] followers, [---] engagements

"$CADL taking its name seriously and delivering one green candle after another. https://x.com/MinervaCap/status/1994434996330000705 Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA https://t.co/nwDicKhFMy https://x.com/MinervaCap/status/1994434996330000705 Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA https://t.co/nwDicKhFMy"
X Link 2025-12-11T15:36Z [----] followers, [----] engagements

"Apart from $PL and $ASYS which have both worked great today $XZO was my other earnings play which I think no one even seems to know/care about with just 80K shares traded today :)"
X Link 2025-12-11T17:00Z [----] followers, [----] engagements

"Picked up $CCC today on this huge volume spike. Gemini explains. NFA"
X Link 2025-12-12T15:53Z [----] followers, [---] engagements

"🗓 Watchlist for Tue Dec [--] $TNL $BWAY $ACRE $SEZL $SABS $FBIO $CERS $RLMD $PRAX 📌 See pinned tweet for how I use my WL"
X Link 2025-12-16T04:33Z [----] followers, [----] engagements

"$ANRO steady strong. I'm now up 40% on this swing trade. Notes on chart"
X Link 2025-12-17T15:05Z [----] followers, [---] engagements

"$NBP pop on Nasdaq bell-ringing / $NBI inclusion https://x.com/NasdaqExchange/status/2007116134932160834 ⚕ NovaBridge is a global biotechnology platform company committed to accelerating access to innovative medicines. 🎉 Honored to be your exchange partner $NBP #NasdaqListed https://t.co/ibSMt7xe2j https://x.com/NasdaqExchange/status/2007116134932160834 ⚕ NovaBridge is a global biotechnology platform company committed to accelerating access to innovative medicines. 🎉 Honored to be your exchange partner $NBP #NasdaqListed https://t.co/ibSMt7xe2j"
X Link 2026-01-02T16:17Z [----] followers, [---] engagements

"Shorted $GIS via puts based on the new dietary guidelines. NFA"
X Link 2026-01-07T17:07Z [----] followers, [----] engagements

"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $CLYM $CLSK $OBIO $PALI $APLD $DAWN 📌 See pinned tweet for how I use my WL. https://x.com/MinervaCap https://x.com/MinervaCap"
X Link 2026-01-08T04:28Z [----] followers, [---] engagements

"$CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA"
X Link 2026-01-14T18:59Z [----] followers, [----] engagements

"$CMPO +7% on 10x RVOL with a RS-line blue dot. This is not a typical high-beta stock either. https://x.com/MinervaCap/status/2011513395833614502 $CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA https://t.co/kICjLSkLuh https://x.com/MinervaCap/status/2011513395833614502 $CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA https://t.co/kICjLSkLuh"
X Link 2026-01-15T15:26Z [----] followers, [---] engagements

"Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA"
X Link 2026-01-21T14:43Z [----] followers, [----] engagements

"$OII (which I already hold from earlier) is the "picks and shovels" trade for deep sea mining and doesn't throw the $TMC tantrums either. Notes below. NFA https://x.com/TradeHawk/status/2014019769649828104 https://x.com/TradeHawk/status/2014019769649828104"
X Link 2026-01-21T17:25Z [----] followers, [----] engagements

"$GFS amazing strength today - this is one where I've not sold my calls (April $45) on a double. Trim points / notes on chart. https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view"
X Link 2026-01-21T19:26Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $FHTX $NKTX $IPX $BDSX $ELBM 📌 See pinned tweet for how I use my WL"
X Link 2026-01-22T04:18Z [----] followers, [----] engagements

"$IVA hit my trailing stop loss on the gap-fill. Re-entered today"
X Link 2026-01-22T18:13Z [----] followers, [---] engagements

"$AVR [--] consecutive days of record high volume. The offering was absorbed without a dip and this accumulation should send it to new highs. NFA https://x.com/MinervaCap/status/2013985848170291711 Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA https://t.co/Iej0hLmER1 https://x.com/MinervaCap/status/2013985848170291711 Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA https://t.co/Iej0hLmER1"
X Link 2026-01-22T20:09Z [----] followers, [----] engagements

"Followed into $TAC shares and Feb $14 calls. https://x.com/markflowchatter/status/2016180177777131751 Reminds me of $BE in the early days re $TAC TransAlta Corp https://t.co/uV5osXF3Rk https://x.com/markflowchatter/status/2016180177777131751 Reminds me of $BE in the early days re $TAC TransAlta Corp https://t.co/uV5osXF3Rk"
X Link 2026-01-27T16:22Z [----] followers, [----] engagements

"Picked up $ALGM stock and 40/45 call spreads. https://x.com/wallstengine/status/2016846959924171065 $ALGM Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $229.21M (Est. $222.28M) 🟢; UP +29% YoY 🔹 Adj. EPS: $0.15 (Est. $0.12) 🟢 🔹 Adj Gross Margin: 49.9% Q4 Guide: 🔹 Net Sales: $230M$240M 🟢; UP +22% YoY 🔹 Non-GAAP Gross Margin: 49%51% 🟢 🔹 Non-GAAP OpEx: $81M; UP 3% https://x.com/wallstengine/status/2016846959924171065 $ALGM Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $229.21M (Est. $222.28M) 🟢; UP +29% YoY 🔹 Adj. EPS: $0.15 (Est. $0.12) 🟢 🔹 Adj Gross Margin: 49.9% Q4 Guide: 🔹 Net Sales: $230M$240M"
X Link 2026-01-29T16:19Z [----] followers, [---] engagements

"🗓 Watchlist for Mon Feb [--] (Not Financial Advice) $LC $EQT $AMTM $UNIT $MTUS $KFY $CVX $HZO $LRCX $IBM $CMPR $RKLB $DECK $CACC $LAND $ARCB $SB $CL 📌 See pinned tweet for how I use my WL"
X Link 2026-02-02T02:14Z [----] followers, [---] engagements

"Does $CRS stand for Consistent Relative Strength 😉 https://x.com/MinervaCap/status/2016906678160282099 Bought the flush in $CRS. Notes / chart below. NFA https://t.co/CMlazyCDbo https://x.com/MinervaCap/status/2016906678160282099 Bought the flush in $CRS. Notes / chart below. NFA https://t.co/CMlazyCDbo"
X Link 2026-02-03T16:52Z [----] followers, [---] engagements

"Picked up $HGER today - one of the best commodity ETFs that is underfollowed vs the favorites like $PDBC / $DBC. Gemini notes below. NFA"
X Link 2026-02-03T17:25Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL"
X Link 2026-02-04T03:04Z [----] followers, [----] engagements

"Bought the dip on $ABBV stock + Mar [---] calls"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements

"Picked up $EZPW Feb $22.50 calls as an earnings play based on Gemini analysis of this pitch. Binary trade so sized accordingly. NFA https://x.com/JaguarAnalytics/status/2018815519391207689 $FCFS $EZPW Pawn shops are looking great. There is a high inverse correlation between ADP Payroll growth and Pawn Loans Outstanding (PLO). Separately expect both to re-rate higher from gold inventory lag. Jag Research: https://t.co/pyjJ33MLgS Slides: https://t.co/lHz82VMqud https://t.co/hAhyrRs2Dk https://x.com/JaguarAnalytics/status/2018815519391207689 $FCFS $EZPW Pawn shops are looking great. There is a"
X Link 2026-02-04T15:55Z [----] followers, [---] engagements

"$EZPW came thru +9% in after-hrs. Gemini notes on earnings below. Much less stress than playing GOOG / AMZN earnings"
X Link 2026-02-04T21:18Z [----] followers, [---] engagements

"🗓 Watchlist for Thu Feb [--] (Not Financial Advice) $TTEK $TRNS $CDW $J $VAL $AVY $LAZ $MATV 📌 See pinned tweet for how I use my WL"
X Link 2026-02-05T03:30Z [----] followers, [---] engagements

"Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA"
X Link 2026-02-05T17:44Z [----] followers, [----] engagements

"Also picked up $WELL - senior housing is one of the few themes bright green today"
X Link 2026-02-05T17:46Z [----] followers, [----] engagements

"@StockyStockman1 $BKD has already gone vertical and is quite far from its moving averages. $WELL looks like it is starting its move. And Gemini suggested $WELL as its top choice in the space"
X Link 2026-02-06T21:04Z [----] followers, [--] engagements

"@philsy13 Agreed thanks for the reminder. Here are the updated Gemini notes on $CADL"
X Link 2026-02-08T19:15Z [----] followers, [--] engagements

"As soon as an auditor resigns or flags a critical matter I put that stock in the "do not touch" list. $KD -50% in pre-market. See notes on chart. Also $SMCI before that. https://x.com/ConsensusGurus/status/2020863979577299329 Look at this value trap $KD down another 53.4% this morning: https://t.co/b4aLFc8ImZ https://x.com/ConsensusGurus/status/2020863979577299329 Look at this value trap $KD down another 53.4% this morning: https://t.co/b4aLFc8ImZ"
X Link 2026-02-09T14:22Z [----] followers, [----] engagements

"$RGNX -20% after-hrs: FDA issues CRL rejecting RGX-121 gene therapy for Hunter syndrome citing trial design concerns. Trade idea alerted on Feb [--] although I didn't take the trade. Gemini prompt and notes below. https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR"
X Link 2026-02-09T22:16Z [----] followers, [----] engagements

"It doesn't look like much but $BYRN is now up 23% from those dip buys last week. Next major test for the bulls at the 50SMA (red line). https://x.com/MinervaCap/status/2019467208355721516 Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA https://t.co/8j3OQbgQym https://x.com/MinervaCap/status/2019467208355721516 Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA https://t.co/8j3OQbgQym"
X Link 2026-02-10T16:08Z [----] followers, [---] engagements

"Is $TPL supposed to be a hedge against market volatility Up 6% today and 32% since I bought. Prior notes on chart and today's notes added. NFA"
X Link 2026-02-10T16:26Z [----] followers, [---] engagements

"Bought $TRMB on earnings. Gemini notes below. Lately seeing success with dip buys on "noisy" earnings that get sold off by algos but are actually good on deeper analysis. You can see several examples in my recent tweets. Only possible with the help of AI"
X Link 2026-02-10T18:02Z [----] followers, [---] engagements

"It's possible that the sudden interest in $TPL is due to its huge water reserves a critical resource for datacenters. Also applies to $XYL (water treatment). Read @vikramskr's article for more detail: https://www.viksnewsletter.com/p/ai-datacenters-drink-more-water-than-you-thinkutm_source=%2Finbox&utm_medium=reader2 https://www.viksnewsletter.com/p/ai-datacenters-drink-more-water-than-you-thinkutm_source=%2Finbox&utm_medium=reader2"
X Link 2026-02-10T18:12Z [----] followers, [---] engagements

"Sold half the $WELL calls from this trade idea on a double today. Senior housing acting as a volatility hedge https://x.com/MinervaCap/status/2019467575306919989 Also picked up $WELL - senior housing is one of the few themes bright green today. https://t.co/q4fmSllA6A https://x.com/MinervaCap/status/2019467575306919989 Also picked up $WELL - senior housing is one of the few themes bright green today. https://t.co/q4fmSllA6A"
X Link 2026-02-10T18:38Z [----] followers, [---] engagements

"🗓 Watchlist for Wed Feb [--] (Not Financial Advice) 1: Earnings & Momentum Breakouts $NET $AEIS $LSCC $AMSC $CTS 2: Biotech $LEGN $CYTK $IDYA $PEPG 📌 See pinned tweet for how I use my WL"
X Link 2026-02-11T02:18Z [----] followers, [---] engagements

"RT @DeItaone: EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal"
X Link 2026-02-11T17:40Z [----] followers, [--] engagements

"Below is the original $KPTI tweet for reference. Also added next steps on trade management. NFA https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR"
X Link 2026-02-12T15:08Z [----] followers, [---] engagements

"$ABBV Mar [---] calls now +200%. With some of these "boring" / slow moving stocks calls are cheap due to low IV and can provide the same results as higher beta stocks"
X Link 2026-02-12T15:36Z [----] followers, [---] engagements

"Sold another half of the remaining $IRDM calls on this strong +17% reversal post-earnings"
X Link 2026-02-12T15:49Z [----] followers, [---] engagements

"Picked up some $PTC puts on this news. Seeing what happened with $SCHW this could spiral tomorrow. https://x.com/OracleNYSE/status/2021984946517361101 $PTC Google gemini encroaches on turf Deep Think analyzes the drawing builds the complex shape and generates a file so you can create the physical object with 3D printing https://t.co/wBAXreh9SB https://x.com/OracleNYSE/status/2021984946517361101 $PTC Google gemini encroaches on turf Deep Think analyzes the drawing builds the complex shape and generates a file so you can create the physical object with 3D printing https://t.co/wBAXreh9SB"
X Link 2026-02-12T16:38Z [----] followers, [---] engagements

"RT @collision: The tech world closely reads @benthompson's Stratechery and for good reason. On Cheeky Pint we discuss ads coming to AI t"
X Link 2026-02-12T16:59Z [----] followers, [--] engagements

"Let's not forget that St. Valentine was executed on the day named after him. His ghost still comes to haunt us. https://x.com/RyanDetrick/status/2022042380472659981 We've been saying all month that February is the banana peel month. Be aware the second half of the month is when trouble usually happens. https://t.co/Nv67B6dKQS https://x.com/RyanDetrick/status/2022042380472659981 We've been saying all month that February is the banana peel month. Be aware the second half of the month is when trouble usually happens. https://t.co/Nv67B6dKQS"
X Link 2026-02-12T20:21Z [----] followers, [---] engagements

"Sold half of my $GFS April [--] calls earlier today at the $7 limit price I mentioned in my earlier tweet. Here is my trade plan for the rest. NFA"
X Link 2026-02-13T01:12Z [----] followers, [---] engagements

"InferenceFlux Why: "Flux" implies continuous change and flow (tokens streaming). It sounds high-tech isn't "Max" and captures the dynamic nature of Disaggregated Prefill/Decode (routing requests fluidly between GPUs). The Vibe: "InferenceFlux 2.0" sounds like a massive upgrade. (Created with the help of Gemini but you can still send the $1000 to me because it doesn't accept cash yet ;) https://twitter.com/i/web/status/2022126826408255678 https://twitter.com/i/web/status/2022126826408255678"
X Link 2026-02-13T01:52Z [----] followers, [---] engagements

"🗓 Watchlist for Fri Feb [--] ⚠ NFA (Not Financial Advice) $AIP $CTRE $APGE $PACB $VRTX $ETON $J 🚨Elevated risk due to CPI tomorrow (see my earlier tweet below) https://x.com/MinervaCap/status/2022123353214218504 Game plan for CPI tomorrow. NFA $SPY $IWM $XLRE $KRE $XBI $TLT https://t.co/yxETTdN8iK https://x.com/MinervaCap/status/2022123353214218504 Game plan for CPI tomorrow. NFA $SPY $IWM $XLRE $KRE $XBI $TLT https://t.co/yxETTdN8iK"
X Link 2026-02-13T02:57Z [----] followers, [---] engagements

"Bought $CBRE Mar [---] calls on overblown AI displacement fears"
X Link 2026-02-13T16:26Z [----] followers, [---] engagements

"@vikramskr $TPL now up 44% sidestepping the market volatility"
X Link 2026-02-13T16:30Z [----] followers, [---] engagements

"$CHRW Mar $200 calls for the same reasons"
X Link 2026-02-13T16:36Z [----] followers, [---] engagements

"$ICLR calls 3x in [--] hours. Trimmed enough to make them free and riding the rest"
X Link 2026-02-13T17:46Z [----] followers, [---] engagements

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