@OptionsPro101 OptionsTrading101OptionsTrading101 posts on X about strong, ai, $mu, $sndk the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 61.54% finance 34.62% technology brands 28.85% cryptocurrencies 4.81% automotive brands 3.85% social networks 2.88% exchanges 1.92% financial services 1.92% countries 1.92% products 0.96%
Social topic influence strong 19.23%, ai 17.31%, $mu 14.42%, $sndk 9.62%, $alab 8.65%, bullish 8.65%, $meta 7.69%, meta 7.69%, $amat #11, money 6.73%
Top accounts mentioned or mentioned by @smartertrader @jay44652271 @thescottkoli @waridgway1 @og32391343 @fredrogers28594 @wallstengine @dahyddude @itscblast @jpmoney95630 @icomaki2 @jaimejame2 @lordsslum @tumbad035 @u0u1lol @50sonme @splendidtr42403 @bigdrew19 @mrmeow28 @jpgola
Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Astera Labs, Inc. (ALAB) Metadium (META) Applied Materials, Inc. (AMAT) Amazon.com, Inc. (AMZN) SPX6900 (SPX) Advanced Micro Devices (AMD) Bloom Energy Corporation (BE) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) Arista Networks Inc (ANET) Cloudflare, Inc. (NET) Nebius Group N.V. Class A Ordinary Shares (NBIS) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) Credo Technology Group Holding Ltd (CRDO) CoreWeave, Inc (CRWV) UnitedHealth Group (UNH) Vertiv Holdings Co (VRT) Cameco Corporation (CCJ) Mario Coin (COIN) Teradyne, Inc. (TER) Rambus Inc (RMBS) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Iris Energy Limited (IREN) BWX Technologies, Inc. (BWXT) Arm Holdings plc (ARM) Oklo Inc. (OKLO) Stacks (STX) Eli Lilly and Company (LLY) ServiceNow Inc (NOW) Now Coin (NOW) Salesforce Inc (CRM) SPDR GOLD ETF (GLD)
Top posts by engagements in the last [--] hours
"My earnings watchlist for next week: Tuesday 2/10 $ALAB $HOOD $NET Wednesday 2/11 $VRT Thursday 2/12 $AMAT $ANET $COIN $NBIS Friday 2/13 $CCJ"
X Link 2026-02-06T17:52Z [----] followers, [----] engagements
"Another incredible week ๐ฅ Once again we locked in some massive gains $MU was the MVP yet again ๐ Here are some of our biggest wins from this week: $SPX [----] calls (2/9) โก 220% gain ๐ต $TSLA [---] calls (2/11) โก 208% gain ๐ต $MU [---] calls (2/13) โก 547% gain ๐ต $SNDK [---] calls (2/13) โก 270% gain ๐ต $MU [---] calls (2/13) โก 240% ๐ต $AMAT [---] calls (2/13) โก 497% ๐ต Real trades. Real alerts. Real results. Dont miss out. Sign up now at ๐ ๐ http://optionstrading101.com http://optionstrading101.com"
X Link 2026-02-13T16:21Z [----] followers, [----] engagements
"$ANET earnings"
X Link 2025-02-18T21:03Z [----] followers, [----] engagements
"@itsCblast Any attempt by $META to acquire TikTok would certainly trigger another round of antitrust investigations"
X Link 2025-09-16T20:18Z [----] followers, [----] engagements
"๐ฅ BOOOOM ๐ฅ First we locked in profits on the $LLY [---] calls AND the $LLY [---] calls this week but we didnt stop there ๐๐ฅ We rolled up into the $LLY [---] calls for 10/10 at $5.65 and sold them at $20 for a monster 254% gain ๐๐ฐ Non-stop wins today we are absolutely CRUSHING it ๐๐ฅ"
X Link 2025-10-01T17:45Z [----] followers, [----] engagements
"๐จ HUGE Week Ahead๐จ Weve got a massive lineup of earnings next week the Feds rate cut decision on Wednesday and the PCE report dropping Friday. If youve been on vacation or sitting on the sidelines this is the week to get back in the game. The market is about to move and were ready to jump on it ๐ฅ Dont miss the action join Options Trading [---] the premier subscription-based service for real-time options strategies alerts and education. ๐ Sign up now at ๐ Use code free-chat when you sign up for the Twitter-only subscription at $99/month and get [--] months FREE in the private chatroom"
X Link 2025-10-25T21:09Z [----] followers, [----] engagements
"Its very possible that ServiceNow $NOW could guide up on this weeks earnings due to the same AI momentum that helped Salesforce $CRM raise its fullyear outlook earlier this month at their Dreamforce conference. ๐ค"
X Link 2025-10-26T20:37Z [----] followers, [----] engagements
"$BE I called it two days ago. Shorts are scrambling to cover. This was the classic short squeeze set up. High short interest + high number of days to cover All we needed was the catalyst (earnings) to ignite the squeeeeeeeze ๐ฐ๐ฅ This is a textbook short squeeze setup. ๐ค $BE reports Q3 earnings tomorrow after the close. The AI boom is creating insane power demand and $BE is signing huge deals (like the $5B Brookfield partnership) to meet it. Short interest is massive at 18% of the float with This is a textbook short squeeze setup. ๐ค $BE reports Q3 earnings tomorrow after the close. The AI"
X Link 2025-10-29T14:22Z [----] followers, [----] engagements
"$SNDK just took off. It just popped [--] points in the last hour"
X Link 2026-02-02T12:35Z [----] followers, [----] engagements
"$TER flying up 23% ๐ TERADYNE $TER JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.08B vs $971.1M est ๐ข Profitability Adjusted EPS: $1.80 vs $1.35 est ๐ข EPS: $1.63 Net Income: $257.2M Adjusted Net Income: $283M vs $212.8M est ๐ข Outlook Q1 Revenue: $1.15B To $1.25B https://t.co/4wGLd5tzQ4 TERADYNE $TER JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.08B vs $971.1M est ๐ข Profitability Adjusted EPS: $1.80 vs $1.35 est ๐ข EPS: $1.63 Net Income: $257.2M Adjusted Net Income: $283M vs $212.8M est ๐ข Outlook Q1 Revenue: $1.15B To $1.25B https://t.co/4wGLd5tzQ4"
X Link 2026-02-02T22:44Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +14. $TER is flying. Its up 23% pre-market after reporting a strong earnings beat with raised guidance. $PLTR is up 11% pre-market after reporting an earnings beat with raised guidance. This could cause some renewed confidence in AI stocks today. $RMBS is down 10% pre-market after reporting disappointing growth expectations in its earnings. $GLD and $SLV are rebounding from yesterdays lows. $AMD reports earnings later today. That could cause all AI stocks to run tomorrow especially the semiconductor. Im bullish on $AMD for earnings. $BE is moving"
X Link 2026-02-03T12:34Z [----] followers, [----] engagements
"$AMD is down 5% on earnings. The bar was set high for $AMD. It's trading at a significantly higher P/E multiple than its peers like $NVDA. We are in the greatest chip-selling cycle in history and other chip companies like $NVDA are posting massive earnings surprises and while $AMD's numbers were solid they were modest in comparison. That's the reason for the drop. https://twitter.com/i/web/status/2018801611158565270 https://twitter.com/i/web/status/2018801611158565270"
X Link 2026-02-03T21:39Z [----] followers, 12.5K engagements
"Good Morning Futures are up with ES +20. It looks stronger than NQ this morning which means techs are weaker. That indicates a rotation out of tech and into other sectors. $AMD is down 8% pre-market after posting a modest beat and raise on earnings. With the stock trading at a higher P/E than its peers the bar was set high and it needed stronger numbers. $GOOGL reports earnings today after the close. That can reignite the tech stocks tomorrow if they come through with a strong beat. $ARM and $QCOM also report earnings today after the close. $LLY just reported earnings this morning. Their"
X Link 2026-02-04T12:25Z [----] followers, [----] engagements
"We're making big money again today as the market drops with $SPX and $TSLA puts and that's after cashing in on a big win with $AAPL calls this morning What are you waiting for Sign up now at http://Optionstrading101.com http://Optionstrading101.com"
X Link 2026-02-04T17:59Z [----] followers, [----] engagements
"$GOOGL shouldn't be down on these earnings. Massive CapEx guidance means management sees enormous profitable demand ahead. They're not going to burn cash for no reason. lol The market isn't fully pricing in the upside yet it's fixated on the near-term cash burn and risks instead. https://twitter.com/i/web/status/2019160037638180899 https://twitter.com/i/web/status/2019160037638180899"
X Link 2026-02-04T21:24Z [----] followers, [----] engagements
"$AMZN reported a beat on revenue and a slight miss on EPS. They reported EPS $1.95 vs. $1.97 estimated. The revenue beat was driven by strong performance on AWS (Amazon Web Services) growing 24% year-over-year to $35.6 billion. They reported a massive $200 billion in CapEx for [----]. This number came in well above the $146 billion expectation which reflects aggressive investment in AI and cloud capacity to meet surging demand. https://twitter.com/i/web/status/2019520596745261279 https://twitter.com/i/web/status/2019520596745261279"
X Link 2026-02-05T21:16Z [----] followers, [----] engagements
"This is listed on Micron's investor website. There is a possibility they pre-announce earnings. This may be a bullish catalyst for $MU next week. Pay attention"
X Link 2026-02-06T18:15Z [----] followers, 30.7K engagements
"They can pre-announce guidance at anytime. Are you kidding me Please tell me you are smarter than this. lol A public company can pre-announce or update its earnings guidance at any time even before the current quarter is over provided it complies with SEC rules particularly Fair Disclosure. If they pre-announce $MU is going to rocket. ๐ https://twitter.com/i/web/status/2019944834123841785 https://twitter.com/i/web/status/2019944834123841785"
X Link 2026-02-07T01:22Z [----] followers, [---] engagements
"@JP_Money_95630 Exactly If they do discuss any of that $MU will explode ๐"
X Link 2026-02-07T15:57Z [----] followers, [---] engagements
"@Jay44652271 There are a lot of no good scammers out there running services that suck at trading"
X Link 2026-02-08T00:05Z [----] followers, [--] engagements
"@thescottkoli $MU is going to rocket if they pre-announce. ๐๐ฐ"
X Link 2026-02-08T14:39Z [----] followers, [---] engagements
"Upcoming Earnings w/ Implied Moves: Tuesday 2/10 $ALAB+/- [--] points $HOOD +/- [--] points $NET +/- [--] points Wednesday 2/11 $APP +/- [--] points $VRT +/- [--] points Thursday 2/12 $AMAT +/- [--] points $ANET +/- [--] points $COIN +/- [--] points $NBIS +/- [--] points Friday 2/13 $CCJ+/- [--] points https://twitter.com/i/web/status/2020652295315185780 https://twitter.com/i/web/status/2020652295315185780"
X Link 2026-02-09T00:13Z [----] followers, [----] engagements
"Good Morning Futures are down with ES [---]. $APP is up 5% pre-market. CapitalWatch retracted their short report accusing $APP of serving as a "digital laundromat" for criminal syndicates and transnational money laundering. It alleged ties between major shareholder Hao Tang and criminal networks. CapitalWatch just retracted their comments and issued an apology. $APP reports earnings on Wednesday. $HOOD is up 3% pre-market. They're looking strong going into earnings week. They report on Tuesday. $LLY and $NVO both looking strong pre-market.The main catalyst appears to be $HIMS withdrawing its"
X Link 2026-02-09T12:41Z [----] followers, [----] engagements
"$CRDO is flying overnight. It's up 15% after they pre-announced a strong beat on revenue and raised guidance. This was not the full earnings report. The complete report is still scheduled for March [--] along with the earnings call. The move reflects market enthusiasm for $CRDO's AI connectivity momentum. $ALAB reports earnings tomorrow. They also operate in the AI connectivity space. They may post strong results too. Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that"
X Link 2026-02-10T02:14Z [----] followers, [----] engagements
"@WaRidgway1 Yes $OSCR pre-announced for Q2 [--] back in July. It's not uncommon for companies to pre-announce when the results are significantly stronger or weaker than expected. The difference is this is a positive announcement for $CRDO and $OSCR's last pre-announcement was negative"
X Link 2026-02-10T02:34Z [----] followers, [---] engagements
"$MU management can help clear up the current concerns around the Samsung HBM4 news during their participation in the Wolfe Research Conference on Wednesday. $MU executives may field questions from analysts. They could reiterate or expand on prior guidance that HBM4 qualification and meaningful ramp remain on track for Q2 [--] while emphasizing that current HBM3E supply is sold out through [----] at very strong pricing overall HBM demand remains far in excess of total industry supply for the next couple of years and that they have strong multi-year visibility and relationships with key"
X Link 2026-02-10T02:59Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +12. $CRDO is up 18% after pre-announcing earnings yesterday. They reported a strong beat on revenue which was significantly higher than their own prior guidance and well above analyst consensus.They also raised the full-year fiscal [----] outlook to more than 200% year-over-year revenue growth.The move reflects market enthusiasm for $CRDO's AI connectivity momentum. $ALAB is up 4% pre-market. They report earnings later today. They also operate in the AI connectivity space with $CRDO and they have a strong history of earnings beats so we may see strong"
X Link 2026-02-10T12:34Z [----] followers, [----] engagements
"$NET is up 9% after reporting a beat and raise on earnings. Q4 Revenue: $614.5 million. This beat consensus analyst expectations which were around $590$591 million. Full Year [----] Revenue: $2167.9 million up 30% YoY Non-GAAP EPS: $0.28 beat estimates of $0.27 by $0.01. Guidance for Q1 2026: Revenue expected in the range of $620 million to $621 million implying continued strong sequential growth from Q4's $614.5 million. (Full year [----] revenue guidance of $2785M$2795M also reflects a 2829% YoY growth which came in line with or slightly above many Street models.) This indicates accelerating"
X Link 2026-02-10T21:29Z [----] followers, [----] engagements
"The $MU haters are quiet this morning. lol"
X Link 2026-02-11T14:41Z [----] followers, [----] engagements
"On Feb 3rd the last time $SPX hit [----] it dropped [---] points to [----]. Does it do that again today ๐ค"
X Link 2026-02-11T15:24Z [----] followers, [----] engagements
"They basically pre-announced guidance without giving the formal new numerical guidance update. "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance." Micron CFO Mark Murphy This was a clear qualitative signal that things look even better than the already bullish guidance. That's all $MU needed. ๐๐๐ https://twitter.com/i/web/status/2021703264958349327 https://twitter.com/i/web/status/2021703264958349327"
X Link 2026-02-11T21:49Z [----] followers, [--] engagements
"Keep praying for me Your prayers worked They made me a lot of money today ๐ You need to learn that guidance is a very important part of the earnings reporting process. If you don't know this you have no business trading. It's only a matter of time before you end up broke and sleeping under a bridge. ๐ https://twitter.com/i/web/status/2021706409633886721 https://twitter.com/i/web/status/2021706409633886721"
X Link 2026-02-11T22:02Z [----] followers, [--] engagements
"We crushed $MU in my room today because we were ready to hear bullish commentary from management at this conference today. ๐ฐ๐ฐ๐ฐ "We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance." - Micron CFO Mark Murphy This was a clear qualitative signal that things look even better than the already bullish guidance. @OptionsPro101 @OG32391343 Yep and im one that can verify what Ron is saying. here is timestamped sell for just [--] contracts i purchased right before close on the 10th for [--] bucks sold em for $18.85 at open next morning Weds. This"
X Link 2026-02-11T22:39Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +20. $MU is up 3% pre-market. It has a long way it could go after the bullish commentary we heard yesterday from their CFO at the Wolfe Research conference. $SNDK is up 6% pre-market. It's moving with $MU. Even though $SNDK doesn't produce the same HBM that $MU does thereis definitely moreenthusiasm in memory stocks following $MUs update. $APP is down 5% pre-market despite reporting an earnings beat for Q4-25 and guidance slightly above expectations for Q1-26. However investors are focusing on signs of growth deceleration. The Q1-26 number implies52% YoY"
X Link 2026-02-12T12:32Z [----] followers, [----] engagements
"We're making some big money in my room again this morning We've taken some massive gains on $MU and $SNDK this week ๐๐ต We've also taken some big wins on $SPX and $TSLA this week ๐ฐ๐ฅ"
X Link 2026-02-12T15:51Z [----] followers, [----] engagements
"Teaching moment. After reading some of the comments on here its clear that a few people dont know this so Im going to take the time to educate you. A public company can pre-announce or update its earnings guidance at any time even before the current quarter is over provided it complies with SEC rules particularly Fair Disclosure. There is no legal prohibition against mid-quarter updates. Companies are not required to wait until the end of quarter or the formal earnings release. In fact many companies pre-announce when material changes occur."
X Link 2026-02-07T01:43Z [----] followers, [----] engagements
"@FredRogers28594 Make sure you read. "A public company can pre-announce or update its 'EARNINGS' guidance at anytime" I'm glad I could educate you. That's what I'm here for"
X Link 2026-02-07T01:55Z [----] followers, [---] engagements
"$ALAB is down 6% after reporting a beat and raise on earnings. Q4 Revenue: $270.6 million. This beat consensus analyst expectations which were around $249$250 million. Full Year [----] Revenue: $852.5 million up 115% YoY Non-GAAP EPS: $0.58 beat estimates of $0.51 by $0.07. Guidance for Q1 2026: Revenue expected in the range of $286 million to $297 million implying strong sequential growth from Q4's $270.6 million. https://twitter.com/i/web/status/2021334306077954083 https://twitter.com/i/web/status/2021334306077954083"
X Link 2026-02-10T21:23Z [----] followers, [----] engagements
"HAPPY NEW YEAR ๐ฅณ Sign up for my Premium Twitter subscription for $99/month and get [--] months FREE in my Discord chatroom using the Discount Code: "CHAT26" No hype. No fake gurus. Just real trading real risk management and real results. โ
Real-time alerts โ
Community chat โ
Learn to trade Sign up now http://optionstrading101.com http://optionstrading101.com"
X Link 2026-01-01T17:57Z [----] followers, 16.5K engagements
"$APP is up 5% pre-market. These bozos retracted their statements and issued an apology. lol"
X Link 2026-02-09T12:16Z [----] followers, [----] engagements
"$AMAT is flying. It's up 9% after reporting a strong beat and a significant raise on guidance. CEO Gary Dickerson's comments: "The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic high-bandwidth memory (HBM) and advanced packaging. These are areas where Applied Materials is the process equipment leader. Key forward outlook: "We expect to grow our semiconductor equipment business over [--] percent this calendar year. https://twitter.com/i/web/status/2022064362890945001 https://twitter.com/i/web/status/2022064362890945001"
X Link 2026-02-12T21:44Z [----] followers, [----] engagements
"Good morning Futures are down with ES [---]. The market is waiting on Januarys CPI data which comes out before the bell. Consensus expectations are Core CPI YoY +2.5% down from +2.6% in December. $AMAT is up 11% pre-market after posting a strong beat and raise on earnings. The CEO said theyre expecting to grow their business by 20% this year. $AMAT $ASML $LRCX and $KLAC are all suppliers of semiconductor manufacturing equipment. They sell the specialized tools machines and systems needed for chip production to chipmakers like $TSM so they can build chips for $NVDA $AMD and $AVGO. As demand for"
X Link 2026-02-13T13:06Z [----] followers, [----] engagements
"BOOOOOOM๐ฐ๐ฅ $AMAT [---] calls for the win 497% gain"
X Link 2026-02-13T14:34Z [----] followers, [----] engagements
"Birthday lunch at The Salt Lick Best BBQ in Texas"
X Link 2026-02-15T18:46Z [----] followers, [----] engagements
"Four of the hyperscalers report earnings next week. $AMZN $GOOGL $MSFT $META That can move chips $AMD $AVGO We're holding $AVGO [---] calls It can also move $CRWV and we have those too"
X Link 2025-10-24T20:15Z [----] followers, [----] engagements
"Everyone has losses. Thats part of trading. However losses dont matter if you finish the week with more money in your account than what you started with. Focusing on individual wins and losses is not the true measure of success when it comes to trading. Its not about the individual positions. Its about how you trade those positions together and manage your account as a whole. The true measure of success is whether your account is net positive or not. Once you learn this you will become a better trader"
X Link 2025-10-24T23:13Z [----] followers, 13.5K engagements
"Here are some words of wisdom. The reason Im becoming so successful at trading is because I had a great teacher who taught me that proper account management is the key to success. @smartertrader @icomaki2 @smartertrader Everyone has losses. Thats part of trading. However losses dont matter if you finish the week with more money in your account than what you started with. Focusing on individual wins and losses is not the true measure of success when it comes to trading. Its not about @icomaki2 @smartertrader Everyone has losses. Thats part of trading. However losses dont matter if you finish"
X Link 2025-10-24T23:25Z [----] followers, 13.2K engagements
"The market could see a major rally this week Futures may open later with ES +50 CapEx are at yearly highs and $AMZN $META $MSFT and $GOOGL are all reporting earnings this week. Strong results and continued heavy spending on AI cloud infrastructure could drive the entire tech sector higher $CRVW $IREN and $NBIS can all explode if these companies report strong guidance and AI cloud demand remains hot. Chips and chip equipment can also rocket. ๐ This may be one of the biggest weeks of the year ๐ฐ๐ฐ๐ฐ"
X Link 2025-10-26T17:11Z [----] followers, [----] engagements
"๐จThis week's upcoming earnings: Heres what Im watching and where Im leaning ๐ Tuesday 10/28 (Before open) $UNH Bearish (23 pts) ----------------------------- Tuesday 10/28 (After close) $V Neutral (13 pts) ๐คทโ $BE Bullish (25 pts) ----------------------------- Wednesday 10/29 (Before open) $CAT Bullish (30 pts) $BA Bearish (13 pts) ----------------------------- Wednesday 10/29 (After close) $MSFT Bullish (25 pts) $META Bullish (52 pts) $GOOGL Bullish (17 pts) $CVNA Bullish (55 pts) $NOW Bullish (80 pts) ----------------------------- Thursday 10/30 (Before open) $LLY Bullish (52 pts) $MA"
X Link 2025-10-26T19:59Z [----] followers, 12.4K engagements
"There is a good chance $UNH drops on earnings this week for the same reason $MOH dumped on earnings last week due to massive unexpected medical cost inflation and a drastic cut to profit guidance"
X Link 2025-10-26T20:45Z [----] followers, [----] engagements
"Trading is all about connecting the dots. $ORCL provided an unprecedented [--] year revenue forecast for its Cloud Infrastructure segment (OCI) on their most recent earnings (9/9). They raised CapEx indicating strong AI cloud demand. Their stock rocketed on earnings and then came back down because investors are skeptical about whether or not the demand is real. Well. $AMZN $MSFT $GOOGL and $META should also guide up on CapEx indicating the demand is real. If that happens $ORCL can take off again too. The entire tech sector can rocket this week. ๐"
X Link 2025-10-26T23:32Z [----] followers, [----] engagements
"This is a textbook short squeeze setup. ๐ค $BE reports Q3 earnings tomorrow after the close. The AI boom is creating insane power demand and $BE is signing huge deals (like the $5B Brookfield partnership) to meet it. Short interest is massive at 18% of the float with nearly [--] days to cover. A strong report could force shorts to panic buy and rocket the stock higher"
X Link 2025-10-28T00:42Z [----] followers, 19K engagements
"Lets see if they squeeze it This is a textbook short squeeze setup. ๐ค $BE reports Q3 earnings tomorrow after the close. The AI boom is creating insane power demand and $BE is signing huge deals (like the $5B Brookfield partnership) to meet it. Short interest is massive at 18% of the float with This is a textbook short squeeze setup. ๐ค $BE reports Q3 earnings tomorrow after the close. The AI boom is creating insane power demand and $BE is signing huge deals (like the $5B Brookfield partnership) to meet it. Short interest is massive at 18% of the float with"
X Link 2025-10-28T21:52Z [----] followers, 38.1K engagements
"$META CapEx Meta delivered $49.7 billion in revenue (slight beat) on robust ad growth (up 22% YoY) but shares dipped 3% after hours on an EPS miss tied partly to a one-time tax charge. Q3 CapEx reached $18.2 billion (up 35% YoY) focused on AI training infrastructure and metaverse hardware with depreciation expenses jumping 32%. Guidance: The company raised its full-year [----] CapEx outlook to $68-74 billion (from $66-72B) signaling significantly elevated spending into [----] to support AI monetization in ads and Reels. CEO Mark Zuckerberg stressed that while short-term margins (27% operating)"
X Link 2025-10-29T20:38Z [----] followers, [----] engagements
"@smartertrader"
X Link 2025-10-31T17:11Z [----] followers, [----] engagements
"$ALAB is going to explode on earnings this week. Im calling it now. ๐๐ฅ"
X Link 2025-11-01T20:14Z [----] followers, [----] engagements
"This weeks upcoming earnings: Mon (11/3): $PLTR:+/- [--] $BWXT: +/- [--] Tue (11/4): $AMD:+/- [--] $ALAB:+/- [--] $ANET:+/- [--] $AXON:+/- [--] $SHOP:+/- [--] Wed (11/5): $ARM:+/- [--] $APP:+/- [--] $HOOD:+/- [--] $IONQ:+/- [--] $QCOM:+/- [--] Thu (11/6): $AFRM:+/- [--] $IREN:+/- 11"
X Link 2025-11-01T22:51Z [----] followers, [----] engagements
"$ALAB is going to run because $AMZN (AWS) is their biggest customer. $AMZN CEO said they have strong AWS cloud demand on their earnings last week. They have to build more data centers to keep up with that demand. In order to do that they need to buy more high speed connectivity chips from $ALAB. Trading is all about connecting the dots"
X Link 2025-11-02T02:01Z [----] followers, [----] engagements
"1+1=2 @JaimeJame2 $ALAB is going to run because $AMZN (AWS) is their biggest customer. $AMZN CEO said they have strong AWS cloud demand on their earnings last week. They have to build more data centers to keep up with that demand. In order to do that they need to buy more high speed connectivity @JaimeJame2 $ALAB is going to run because $AMZN (AWS) is their biggest customer. $AMZN CEO said they have strong AWS cloud demand on their earnings last week. They have to build more data centers to keep up with that demand. In order to do that they need to buy more high speed connectivity"
X Link 2025-11-02T02:13Z [----] followers, [----] engagements
"$BWXT reports earnings tomorrow after the close. The AI Power trade is hot right now.The massive energy demand from AI is a major new growth driver for $BWXT's nuclear technology. We saw $BE rocket +18% last week just for announcing an on site data center power deal. $BWXT is the ultimate AI power play. They build small nuclear reactors (SMRs) that can power entire data centers 24/7 completely off grid. Analysts and even the White House have pointed to nuclear power specifically SMRs as a critical solution to power the AI boom. If $BWXT even mentions progress with SMRs for AI data centers"
X Link 2025-11-02T15:19Z [----] followers, [----] engagements
"The market is shifting focus Earnings beats dont matter as much anymore. Its all about the guidance now. The current earnings season has been marked by a significant trend confirmed by Goldman Sachs strategist David Kostin. Despite a surge in companies beating both profit (EPS) and revenue estimates the market's reaction has been muted. This signals that the last quarter's strong performance is already "priced in" forcing traders to focus almost entirely on the forward guidance. In this environment a stock's movement is determined not by the past quarter's results but by the company's 2026"
X Link 2025-11-02T18:33Z [----] followers, [----] engagements
"$PLTR has been one of the most overbought stocks for quite some time. The market didnt seem to care much about valuations before but thats starting to change and its coming into focus now. Market conditions have shifted and you have to adapt your trading strategy to match. If youre stubborn and keep trading the same way youre going to get smoked. You have to start paying more attention to valuations. Earnings plays are starting to look riskier due to higher expectations. Tomorrow will confirm that thesis. $AMD $ALAB and $ANET all have stretched valuations. If they rocket tomorrow on a strong"
X Link 2025-11-04T17:06Z [----] followers, [----] engagements
"$AMD and $ALAB both reported strong earnings with a double beat and raised guidance. Both of them are overvalued and trading at a high P/E just like $PLTR. Both of them are moving just like $PLTR on earnings. No more big earnings pops on overvalued stocks. We now have confirmation on what the market is focusing on. It's all about valuations now. These earnings just confirmed it. Get ready for a huge down day tomorrow. We bought some $SPX $OKLO and $COIN puts for tomorrow. ๐ค"
X Link 2025-11-04T21:50Z [----] followers, [----] engagements
"The market could rocket tomorrow now. China Confirms Suspension of 24% Tariff on US Goods for one year Retains 10% Levy. https://www.usnews.com/news/top-news/articles/2025-11-04/china-confirms-suspension-of-24-tariff-on-us-goods-retains-10-levy https://www.usnews.com/news/top-news/articles/2025-11-04/china-confirms-suspension-of-24-tariff-on-us-goods-retains-10-levy"
X Link 2025-11-05T04:29Z [----] followers, [----] engagements
"Happy early birthday Marines ๐ฆ
๐โ If you're celebrating this weekend have fun and be safe If you live in the Dallas area there will be a large group of us celebrating tonight. Even if you didn't serve you're welcome to join us Cheers to [---] years ๐ฅ Where The Londoner Pub [-----] Midway Rd. Addison Texas [-----] Time: 9:00 PM to 2:00 AM"
X Link 2025-11-08T16:48Z [----] followers, [----] engagements
"Upcoming earnings: Monday: $CRWV [--] points $ASTS [--] points Tuesday: $NBIS [--] points $OKLO [--] points Wednesday: $CRCL [--] points Thursday: $AMAT [--] points"
X Link 2025-11-09T19:40Z [----] followers, [----] engagements
"The market can rocket if they reach a deal and reopen the government this week. ๐ BREAKING: Senate Majority Leader Thune says an agreement to reopen the US government is nearly ready. BREAKING: Senate Majority Leader Thune says an agreement to reopen the US government is nearly ready"
X Link 2025-11-09T22:20Z [----] followers, [----] engagements
"$CRWV "We delivered an exceptional third quarter setting new records for revenue and almost doubling our revenue backlog to more than $55 billion said Michael Intrator Co-Founder Chairman of the Board and Chief Executive Officer CoreWeave. "Our performance reflects disciplined execution across every part of our business from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services. CoreWeaves position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next"
X Link 2025-11-10T21:37Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +20. $CVX $XOM $OIH and $SLB are flying pre-market because of the situation with Venezuela. Pay attention to oil prices. This situation with Venezuela is bullish overall especially if production ramps up and sanctions are lifted. If that happens oil will flood the market and oil prices will drop which will take the stock market up. However we could see some short term disruption and market uncertainty. $BTC is starting to get better. It's back up to $93k. That's the highest it's been in the past month. $COIN and $MSTR are moving higher with it. The Consumer"
X Link 2026-01-05T12:36Z [----] followers, [----] engagements
"$OKLO and $VST are flying pre-market on this news: $META has secured nuclear energy agreements with $VST TerraPower and $OKLO The partnerships aim to power Metas Prometheus AI supercluster at its New Albany Ohio data center. Big Tech firms like Meta are turning to nuclear power to meet the massive energy demands of AI infrastructure. https://twitter.com/i/web/status/2009599642367893506 https://twitter.com/i/web/status/2009599642367893506"
X Link 2026-01-09T12:14Z [----] followers, [---] engagements
"If youre serious about learning how to trade options the right way join us We hit some big winners this week: $SPX [----] puts (1/20) โก 103% gain $SPX [----] puts (1/20) โก 163% gain $SPX [----] calls (1/21) โก 122% gain $SPX [----] calls (1/22) โก 270% gain $SPX [----] puts (1/22) โก 150% gain $JPM [-----] calls (1/23) โก 131% gain $ARM [---] calls (1/23) โก 440% gain $AMD [---] calls (1/23) โก 207% gain $TSLA [---] calls (1/23) โก 244% gain $AMD [---] calls (1/23) โก 450% gain This isnt gambling and its not guesswork. Its risk management discipline and knowing when to execute. If you want real-time trade ideas solid"
X Link 2026-01-23T21:22Z [----] followers, [----] engagements
"This is a big week for the memory and data storage sector with $STX $SNDK and $WDC all reporting this week and we already know there is strong demand. $MU can see a huge move this week because these all tend to move together"
X Link 2026-01-25T18:53Z [----] followers, [----] engagements
"Investors are shifting their attention in AI from big cloud/hyperscaler companies to the companies that supply the parts especially memory makers. According to Jefferies firms like SK Hynix and Micron $MU now have the upper hand because demand for AI memory is outpacing supply pushing prices up. AI spending is still growing fast even while other business spending slows. But the easy money phase of the AI boom is over. Memory makers are benefiting now while big cloud companies are under pressure to prove that all their massive AI spending will actually lead to profits."
X Link 2026-01-26T05:15Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +17. NQ looks stronger this morning which signals relative strength in techs. $UNH is down 13% on news of Trump proposing flat rates for Medicare. They also reported earnings this morning with weak guidance. $NET is up 13%. The main catalyst appears to be growing excitement around Clawdbot an open-source AI agent/assistant built to work with Anthropics Claude models. $CRWD and $PANW is moving up with $NET. The are all in the cybersecurity sector. $MU is up 5% after announcing $24 Billion plan for new memory chip plant in Singaporeaiming to ramp NAND"
X Link 2026-01-27T12:50Z [----] followers, [----] engagements
"The $AVGO [---] calls @ $1 can work for this week. Both $META and $MSFT report earnings this week. If either of them guide up on capex that could be a bullish catalyst for $AVGO"
X Link 2026-01-27T20:25Z [----] followers, [----] engagements
"It's possible Trump steals the spotlight from the Fed's interest rate cut decision today and announces his pick for Fed chair. If it's Rick Rieder that could spark a rally based on optimism of a more rate-friendly era ahead"
X Link 2026-01-28T17:47Z [----] followers, [----] engagements
"BREAKING: Fed keeps rates unchanged As the market expected"
X Link 2026-01-28T19:03Z [----] followers, [----] engagements
"$META for the win with a strong beat and raised guidance for Q1 [--]. ๐ It's up [--] points right now after hours. $META reports earnings on Wednesday after the close. It's priced for a [--] point move next week. Im bullish on $META earnings this week because AI investments (Llama models Meta AI and advanced ad targeting) are driving stronger ad efficiency and revenue growth the stock $META reports earnings on Wednesday after the close. It's priced for a [--] point move next week. Im bullish on $META earnings this week because AI investments (Llama models Meta AI and advanced ad targeting) are"
X Link 2026-01-28T21:33Z [----] followers, [---] engagements
"BOOM ๐๐ฅ $META for the win with a strong beat and raised guidance for Q1 [--]. ๐ It's up [--] points right now after hours. $META reports earnings on Wednesday after the close. It's priced for a [--] point move next week. Im bullish on $META earnings this week because AI investments (Llama models Meta AI and advanced ad targeting) are driving stronger ad efficiency and revenue growth the stock $META reports earnings on Wednesday after the close. It's priced for a [--] point move next week. Im bullish on $META earnings this week because AI investments (Llama models Meta AI and advanced ad targeting)"
X Link 2026-01-28T21:38Z [----] followers, [----] engagements
"@LordsSlum @Tumbad035 $SNDK is going to explode on earnings tomorrow"
X Link 2026-01-28T23:54Z [----] followers, [---] engagements
"The funding bill to avoid a government shutdown failed to clear the Senate but. The package bundles six appropriations bills to fund major portions of the government through the end of fiscal year [----]. Democrats are insisting on splitting off the DHS portion to enable negotiations on new restrictions or guardrails for immigration enforcement. They're actively discussing a compromise. To remove the full year DHS bill from the larger package pass the other five bills to provide a short-term continuing resolution while they try to come to an agreement on the DHS portion."
X Link 2026-01-29T17:32Z [----] followers, [----] engagements
"Huge beat and raise on $SNDK earnings. It's taking $MU up with it. ๐"
X Link 2026-01-29T21:30Z [----] followers, [----] engagements
"For those of you who are trying to decipher my dad's post this is what he's trying to explain. Here's a quick way to calculate the price target for $SNDK based on these earnings. $SNDK reported EPS of [----] [----] (EPS) x [--] (quarters) = [-----] (annual EPS) [-----] (annual EPS) x [--] PE = $748 That doesn't mean $SNDK goes right to $748 overnight but it lets investors know that $SNDK is undervalued based on the current valuation which means it's a "BUY". This is quick math to determine a working price target. Keep in mind EPS is not the same every quarter. He's using the EPS guidance for next quarter"
X Link 2026-01-29T21:56Z [----] followers, 73.5K engagements
"$NVDA reported EPS $1.30 for last quarter [----] x [--] (quarters) = [----] (annual EPS) [----] x [--] (sector PE) = $156 They report earnings on Feb 25th and the consensus EPS estimate is $1.45. $1.45 x [--] (quarters) = $5.80 (annual EPS) $5.80 x [--] (sector PE) = $174 So this means $NVDA is slightly overvalued based on current valuation but that makes sense because the company is growing fast. Just because something is overvalued doesn't mean it's not a good buy especially if it has strong growth potential. It just means it's priced for perfection so the bar is set high. In order for it to see more"
X Link 2026-01-29T23:24Z [----] followers, [---] engagements
"Which numbers are you using $AAPL just reported Q1 [--] EPS today of [----] Since there are [--] quarters in a year if you multiply [----] x [--] = [-----] This gives you the ballpark Annual EPS for FY [--] of $11.36 You multiple the Annual EPS by the sector PE (30 for techs). $11.36 (annual EPS) x [--] (sector PE) = $340 price target https://twitter.com/i/web/status/2017026751889621109 https://twitter.com/i/web/status/2017026751889621109"
X Link 2026-01-30T00:07Z [----] followers, [---] engagements
"@u0u1lol You add up the combined market cap for the sector and then you add up their total earnings (last full year of reported profits). Sector PE = (Total Market Cap of the Sector) (Total Earnings of the Sector)"
X Link 2026-01-30T00:18Z [----] followers, [----] engagements
"@wallstengine If it's Rick Rieder the market will rally. $SPX up 100"
X Link 2026-01-30T00:34Z [----] followers, [----] engagements
"If he announces Rick Rieder as his pick the market is going to rocket. ๐ TRUMP: WILL ANNOUNCE FED PICK TOMORROW MORNING TRUMP: WILL ANNOUNCE FED PICK TOMORROW MORNING"
X Link 2026-01-30T00:38Z [----] followers, [----] engagements
"Futures should be flying right now. Especially with $SNDK ripping and Trump announcing his pick for Fed Chair in the morning. BREAKING: Senate Democrats and the White House struck a spending deal to avert a government shutdown BREAKING: Senate Democrats and the White House struck a spending deal to avert a government shutdown"
X Link 2026-01-30T00:59Z [----] followers, 10.4K engagements
"Deal reachedadvancing spending bills to avert US government agencies shutdown https://www.reuters.com/world/us/deal-reached-advancing-spending-bills-avert-us-government-agencies-shutdown-2026-01-29/ https://www.reuters.com/world/us/deal-reached-advancing-spending-bills-avert-us-government-agencies-shutdown-2026-01-29/"
X Link 2026-01-30T01:03Z [----] followers, [----] engagements
"@50sonme https://www.nbcnews.com/politics/congress/trump-says-democrats-are-getting-close-deal-resolve-shutdown-fight-rcna256507 https://www.nbcnews.com/politics/congress/trump-says-democrats-are-getting-close-deal-resolve-shutdown-fight-rcna256507"
X Link 2026-01-30T01:03Z [----] followers, [---] engagements
"@SplendidTr42403 Yes"
X Link 2026-01-30T01:04Z [----] followers, [---] engagements
"@big_Drew19 Very possible one of the banks or a fund is in trouble possibly from shorting silver. If that happened it could trigger a liquidity event"
X Link 2026-01-30T02:20Z [----] followers, [---] engagements
"@mrmeow28 @wallstengine I agree he's more hawkish"
X Link 2026-01-30T12:22Z [----] followers, [--] engagements
"Good morning Futures are down with ES [---]. It looks like its rebounding from earlier morning lows. $SNDK is flying. It's up 24% pre-market after reporting a strong earnings beat with raised guidance. $MU is moving up with it. $AAPL is trading flat pre-market after reporting an earnings beat driven by strong iPhone sales. $STX and $TSLA are showing some pre-market strength. I dont see any other significant pre-market activity. Trump is expected to announce his pick for Fed Chair this morning. Some reports indicate that he plans to select Kevin Warsh. Rick Rieder would be the more bullish"
X Link 2026-01-30T12:35Z [----] followers, 15.8K engagements
"@jpgola @smartertrader Market would have preferred Rieder"
X Link 2026-01-30T13:16Z [----] followers, [---] engagements
"LIVE: President Trump Signs Executive Orders Jan. [--] [----] via @YouTube https://www.youtube.com/live/E9y3yfTAUaEsi=QD9gmXBN9SqyaP4q https://www.youtube.com/live/E9y3yfTAUaEsi=QD9gmXBN9SqyaP4q"
X Link 2026-01-30T17:21Z [----] followers, [----] engagements
"When people start writing songs about you that's when you know you've made it ๐๐ฅ A guy in my sons room is a rapper. @OptionsPro101 Wow did a song. Fun https://t.co/X5tm6VQksC A guy in my sons room is a rapper. @OptionsPro101 Wow did a song. Fun https://t.co/X5tm6VQksC"
X Link 2026-01-30T19:11Z [----] followers, [----] engagements
"Upcoming earnings for tomorrow: $PLTR +/- [--] points Bull case: If the commercial AI business keeps growing fast and they raise guidance that could move the stock higher Bear case: It's priced for perfection. If growth slows or guidance disappoints the stock drops. $RMBS +/- [--] points Bull case: Strong demand for their memory chips and licensing deals beating expectations can move the stock higher. Bear case: If the memory market weakens or the company misses its numbers the stock could drop. $TER +/- [--] points Bull case: If demand for AI chip testing remains strong and the company provides"
X Link 2026-02-02T00:32Z [----] followers, [----] engagements
"BREAKING: The funding bill passed. It's just waiting on Trump's signature now. The shutdown is expected to be over soon"
X Link 2026-02-03T19:13Z [----] followers, [----] engagements
"Good Morning Futures are up with ES +35. The techs are getting better. $AMZN is down 8% pre-market after reporting a slight miss of EPS. They also reported a massive $200 billion CapEx guidance for [----]. This was far higher than expectations. Just like we saw with $GOOGL earnings on Wednesday investors are focusing on the near term hit to free cash flow and profitability. Needham reiterated a "buy" rating on $AMZN and they maintained their $265 price target. $BE is up 13% pre-market after reporting a solid beat on earnings and a massive raise on guidance. $RDDT is up 12% on a strong beat and"
X Link 2026-02-06T12:45Z [----] followers, [----] engagements
"My dad @smartertrader pinning on my Corporal badge [--] years ago. ๐ฎโ๐"
X Link 2025-05-01T02:21Z [----] followers, 103.6K engagements
"BOOM ๐ฅ We call that a GRAND SLAM ๐ฐ๐ฅ"
X Link 2025-10-22T13:39Z [----] followers, [----] engagements
"Happy Birthday Marines ๐ [---] years ๐ฆ
๐โ"
X Link 2025-11-10T16:23Z [----] followers, [----] engagements
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