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Semiconductor stocks, such as $nvda, $avgo, $lrcx, and $klac, are showing significant strength and leading the market. Other strong performers include cybersecurity names like $crwd, $zs, and $panw, as well as certain energy stocks. The market is also seeing notable moves in tech stocks like $tsla, $pltr, and $arkk.
Social category influence stocks #4182 cryptocurrencies #1355 technology brands XXXXX% finance #5156 exchanges XXXX% automotive brands XXXX%
Social topic influence $panw 5.11%, $btc 5.11%, $crwd 4.38%, $ag 3.65%, $iren #21, $ftnt 2.92%, $cybr 2.92%, ibit 2.92%, mstr 2.92%, $mstr XXXX%
Top accounts mentioned or mentioned by @franvezz @grok @anandragn @nickdrendel @chasingpaperbro @dowtradingroom @themarathon8320 @charlesschwab @jscherniack @realdonaldtrump @jfsrevg @chartsjavi @10009nyny @markmooress4 @jonahlupton @theshortbear @jrouldz @ollie_allcaps @wey_how12640 @smantel
Top assets mentioned Palo Alto Networks Inc (PANW) Bitcoin (BTC) Crowdstrike Holdings Inc (CRWD) FIRST MAJESTIC SILVER CORP (AG) Iris Energy Limited Ordinary Shares (IREN) Fortinet Inc (FTNT) CyberArk Software Ltd. (CYBR) Strategy (MSTR) iShares BTC Trust (IBIT) GE Vernova Inc. (GEV) Palantir (PLTR) Astera Labs, Inc. Common Stock (ALAB) Constellation Energy Corp (CEG) NVIDIA Corp. (NVDA) Cream (CRM) Now Coin (NOW) Partisia Blockchain (MPC) Hut X Mining Corp. (HUT) Dogecoin (DOGE) Okta Inc (OKTA) Zscaler Inc (ZS) Rubrik, Inc. (RBRK) JPMorgan Chase (JPM) Vistra, Corp. (VST) Cameco Corporation (CCJ) Toast, Inc. (TOST) Centrus Energy Corp. (LEU) Royal Caribbean Cruises Ltd (RCL) DAOLaunch (DAL) Nucor, Corp. (NUE) Advanced Micro Devices (AMD) Alibaba Group (BABA) SPDR S&P XXX ETF Trust (SPY) Super Micro Computer, Inc. Common Stock (SMCI) Workday Inc (WDAY) PAN American Silver Corp (PAAS) Carvana Co. (CVNA) Cipher Mining Inc. Common Stock (CIFR) Molina Healthcare, Inc. (MOH) Newmont Corporation (NEM) Robinhood Markets, Inc. (HOOD) Centene Corp (CNC) Oscar Health, Inc. (OSCR) OST (OST) Mario Coin (COIN) AbbVie Inc (ABBV) Home Depot, Inc. (HD) Autodesk Inc (ADSK) HUBSPOT, INC. (HUBS) Wheaton Precious Metals Corp. Common Stock (WPM) Kinross Gold Corporation (KGC) Tesla, Inc. (TSLA) Open Custody Protocol (OPEN) Hess Corp. (HES) Phillips XX (PSX) Convex Finance (CVX) Valero Energy Corporation (VLO) Sea Limited (SE) IonQ, Inc. (IONQ) Brinker International, Inc. (EAT) GammaSwap (GS) Oklo Inc. (OKLO) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX)
Top posts by engagements in the last XX hours
"7/15/2025 Daily Recap. Pretty strait forward. Outside of Chinese equities I viewed today as piss poor price action. $BABA $KWEB $BIDU $QQQ $SPY $NVDA $SMCI $AMD $IWM" @RealSimpleAriel on X 2025-07-15 22:32:32 UTC 22.9K followers, 6585 engagements
"THE REAL REASON hyper scalpers got banned and booted from @CharlesSchwab. Absolutely nothing to do with payment for order flow. And has EVERYTHING to do with mid-point liquidity. I was banned in 2021 for this similar sort of thing but I learned that it was considered "toxic order flow." Words they used not mine. What I learned was they provide liquidity in the market with mid-point fills and guys were just scalping with market orders. If the BID is $XX and the ASK is $XXXXX and you market order you would get a 10.049-10.059 fill. as soon as the BID would come up to your average fill you could" @RealSimpleAriel on X 2025-07-19 17:41:26 UTC 22.9K followers, 46.8K engagements
"A boat load of software names and now cybersecurity names look to be in rough shape. $PANW $FTNT $CYBR $NOW $MNDY $WDAY $CRM" @RealSimpleAriel on X 2025-07-11 17:40:01 UTC 22.9K followers, 5013 engagements
"@LeifSoreide $PAAS $AG two nice setups today to go along with $SLV" @RealSimpleAriel on X 2025-07-11 16:35:28 UTC 22.9K followers, 1361 engagements
"7/2/2025 Daily Recap $HOOD $MSTR $IBIT $AAPL $NEM $CNC $MOH $OSCR $CVNA $MPC $HUT $CIFR. Banks and semis still leading. Lots of participation today from commodities to cryptos" @RealSimpleAriel on X 2025-07-02 22:32:24 UTC 22.8K followers, 6565 engagements
"$RYET the latest victim. $OST $SKBL $PHH $CIGL 😂 The manipulation is crazy to see" @RealSimpleAriel on X 2025-07-14 17:54:39 UTC 22.9K followers, 7458 engagements
"@jscherniack I thought it was because too many shit companies buying DOGE ETH and BTC. tomato tomato" @RealSimpleAriel on X 2025-07-21 16:32:25 UTC 22.9K followers, XXX engagements
"$BTOG - Bit Origin Secures $XXX Million Equity and Debt Facilities to Launch Dogecoin Treasury. @realDonaldTrump and you want to cut rates" @RealSimpleAriel on X 2025-07-17 13:16:30 UTC 22.9K followers, 12.3K engagements
"$HUT pretty straightforward X day break as well. I noticed $CORZ $IREN a few weeks ago as well and I felt that if $BTC was going to continue higher that $HUT would also be participating. But once again the market decided to not leave me with enough cushion to hold overnight" @RealSimpleAriel on X 2025-07-05 22:07:07 UTC 22.9K followers, 2959 engagements
"7/1/2025 $GEV $MSTR $CRWD $NVDA $PLTR $NUE $ABBV $HD $BTC $COIN $ITB $HOOD. Rotation is the word of the day" @RealSimpleAriel on X 2025-07-01 20:17:44 UTC 22.9K followers, 7029 engagements
"I remember being told the biggest secondary beneficiary of the AI future was going to be software stocks AFTER semiconductors. Well price is saying something different. Price opinions. DON'T ARGUE WITH PRICE. $PANW $FTNT $GDDY $CHKP $CPAY $IOT $CYBR $MDB $OKTA $CRM $NOW $ADSK $WDAY $PAYX $FICO $HUBS $DUOL and many more are struggling which is a big flashing red sign. Hopeful to be wrong but for now it's becoming increasingly apparent that not all software stands to benefit from the AI boom" @RealSimpleAriel on X 2025-07-12 17:35:34 UTC 22.9K followers, 14.8K engagements
"$GC_F $SI_F acting great this morning. $WPM $KGC $NEM $AG with it" @RealSimpleAriel on X 2025-07-21 13:47:58 UTC 22.9K followers, 3054 engagements
"@jfsrevg Look at that recent massive volume in $LCID and $TSLA reclaimed the 50/200sma past two sessions. Maybe some more supporting evidence" @RealSimpleAriel on X 2025-07-19 07:21:50 UTC 22.9K followers, 4418 engagements
"$IREN $CIFR $HUT $MARA $RIOT the group still acts fantastic" @RealSimpleAriel on X 2025-07-10 15:57:11 UTC 22.9K followers, 4785 engagements
"Shared this with @peoplewish_ earlier today. The best thing that could happen is $QQQ corrects 5%. $BTC shows relative strength by staying above the 50sma. And then $BTC leads the way with a breakout over 110-111k" @RealSimpleAriel on X 2025-07-09 14:58:24 UTC 22.9K followers, 8552 engagements
"$CNC removes guidance and it smoked $UNH $MOH $ELV $OSCR" @RealSimpleAriel on X 2025-07-02 19:51:14 UTC 22.8K followers, 5676 engagements
"$FUTU $TME $PDD $BILI $BIDU $KWEB getting some morning attention" @RealSimpleAriel on X 2025-07-07 13:36:20 UTC 22.8K followers, 4452 engagements
"I just couldn't help myself 🤣 $OPEN $IREN" @RealSimpleAriel on X 2025-07-21 21:50:12 UTC 22.9K followers, 4861 engagements
"$CL_F down almost X% today and $MPC $VLO $CVX $PSX $HES and others just DO NOT care. seems like a message is being sent loud and clear with that group" @RealSimpleAriel on X 2025-07-10 14:27:01 UTC 22.9K followers, 3332 engagements
"Cyber security names really got their asses kicked today. $FTNT $CYBR $CRWD $PANW $RBRK $OKTA $ZS" @RealSimpleAriel on X 2025-07-10 18:04:57 UTC 22.9K followers, 5624 engagements
"I had some trades I did not shares because they were ultimately a $X contributor to my P/L. Small losses in $SE $ACHR $MSTR $CEG $KGC $ALAB $IONQ $SMCI $EAT $SOFI. Small gains in $CRWD $QBTS" @RealSimpleAriel on X 2025-07-05 22:07:08 UTC 22.9K followers, 2790 engagements
"@StockJabber $SKBL $RYET $CIGL too. $PCLA headed for the same fate" @RealSimpleAriel on X 2025-07-14 19:39:05 UTC 22.8K followers, XXX engagements
"@EdBarry4 @ConnorJBates_ And a Lannister always pays his debts. @endless_frank looks like he was right" @RealSimpleAriel on X 2025-07-19 03:30:00 UTC 22.9K followers, XXX engagements
"7/11/2025 Daily Recap $NVDA $AMD $BTC $IBIT $CRM $PANW $HUBS $ADSK $OKTA $PLTR $AG $PAAS $SLV. Commodities flexing today. Software application getting beaten up. The big beneficiary of A.I. was billed as being software stocks. You could have fooled me with the current price action" @RealSimpleAriel on X 2025-07-11 20:58:06 UTC 22.9K followers, 18.6K engagements
"Power generation/nuclear names $GEV $CEG $VST $CCJ $OKLO shaking the tree today. Banks pulling us down as well. $JPM $GS $MS" @RealSimpleAriel on X 2025-07-08 14:25:53 UTC 22.9K followers, 5467 engagements
"30% down moves in $SEZL $DAVE this week. Risk happens fast" @RealSimpleAriel on X 2025-07-11 21:25:48 UTC 22.9K followers, 18.7K engagements
"@NickDrendel Not enough shares shorted unfortunately but hammered what I could the second I saw the news 😭" @RealSimpleAriel on X 2025-07-20 03:29:31 UTC 22.9K followers, XXX engagements
"Add that to the list of scams being killed one by one. $OST $PHH $SKBL $RYET $PCLA(short) 🥳" @RealSimpleAriel on X 2025-07-15 17:58:33 UTC 22.9K followers, 8466 engagements
"No stocks have F***ed with traders more than $ALAB $TOST $SHOP" @RealSimpleAriel on X 2025-07-10 14:04:27 UTC 22.9K followers, 26K engagements
"$MSTRMICROSTRATEGY INC. PLANS $XXX BILLION OFFERING OF X% CONVERTIBLE SENIOR NOTES DUE 2030. Nothing to see here" @RealSimpleAriel on X 2025-02-18 21:04:58 UTC 22.9K followers, 7295 engagements
"7/21/2025 Daily Recap $IREN $OPEN $JOBY $QS momentum trade unwinds a bit. $AMZN $GOOGL strength for the mag 7" @RealSimpleAriel on X 2025-07-21 21:32:00 UTC 22.9K followers, 3946 engagements
"$SMH and the semi group a bit heavy today. Speculative names that ran a mile are cooling off. $NFLX losing the 50sma" @RealSimpleAriel on X 2025-07-18 14:13:06 UTC 22.9K followers, 9323 engagements
"$PLTR $ALAB $CRWD $PANW $TOST $EAT $RBRK $SE $IONQ $TSLA $GOOGL $CRWV" @RealSimpleAriel on X 2025-07-10 14:11:29 UTC 22.9K followers, 14.8K engagements
"I'm starting a DogWifHat Treasury. Just need to procure 500mil" @RealSimpleAriel on X 2025-07-17 13:24:52 UTC 22.9K followers, 7594 engagements
"$IREN is a great example of why you don't want to buy extended breakouts" @RealSimpleAriel on X 2025-07-21 19:46:50 UTC 22.9K followers, 13.1K engagements
"$COST trying to go into stage X. Has that $ANF kinda look" @RealSimpleAriel on X 2025-07-18 19:06:50 UTC 22.9K followers, 5566 engagements
"$HOLO MicroCloud Hologram Inc. Announces It Has Purchased Up to $XXX Million in Bitcoin and Cryptocurrency-Related Securities Derivatives with a Current Cumulative Investment Income of $XXXXX Million" @RealSimpleAriel on X 2025-07-21 16:30:51 UTC 22.9K followers, 10.7K engagements
"Chinese equities performing very well. $FUTU $KWEB $TME $BABA. And crude oil names $XLE catching a bid" @RealSimpleAriel on X 2025-07-18 14:15:48 UTC 22.9K followers, 4108 engagements
"Throw $PWR $TLN $EME $FIX into that group as well" @RealSimpleAriel on X 2025-06-27 15:38:21 UTC 22.8K followers, 6900 engagements
"@FranVezz also look at software names. Across the board either in stage X downtrends or seriously getting hammered past two days. Cyber security perfect example. on the flip side crude oil stocks and silver miners look fantastic. Was able to get myself long $AG today" @RealSimpleAriel on X 2025-07-11 19:18:30 UTC 22.9K followers, 1302 engagements
"Homebuilder maybe giving a nice bottom with rate cuts on the horizon. $PHM $TOL $LEN $GRBK $DHI $NVR $BLDR" @RealSimpleAriel on X 2025-07-01 15:26:27 UTC 22.9K followers, 6016 engagements
"A very selective stock pickers market today. $SPY $QQQ $IWM" @RealSimpleAriel on X 2025-07-15 17:20:48 UTC 22.8K followers, 4072 engagements
"$PANW $CRWD $RBRK $ZS. Was there any news there" @RealSimpleAriel on X 2025-07-21 18:14:07 UTC 22.9K followers, 6201 engagements
"And the fact @APompliano would bring this onto his show just shows you how unserious he is. Assuming @chamath is the next guest speaker 😂" @RealSimpleAriel on X 2025-07-21 19:33:22 UTC 22.9K followers, 5533 engagements
"Banks with terrible action. $GS $WFC $JPM $SCHW $BK $BAC $C" @RealSimpleAriel on X 2025-07-16 15:19:46 UTC 22.9K followers, 5097 engagements
"$ATHR - Aether Holdings Announces Proposed $XX Million Public Offering of Securities to Acquire Bitcoin as Part of New Treasury Strategy $KWM K Wave Media Announces Investment and Strategic Partnership from Galaxy Digital to Accelerate Bitcoin Treasury Strategy $BTOG - Bit Origin Acquires Over XX Million Dogecoin (DOGE) to Advance Treasury Strategy $DJT - Trump Media Announces its Purchases for Bitcoin Treasury Reach $X Billion 😂💩🤣💩😂💩🤣💩😂💩🤣💩😂💩 Welcome to 2025 news headlines" @RealSimpleAriel on X 2025-07-21 12:35:50 UTC 22.9K followers, 17.7K engagements
"I would rebuy $IBIT over $XX. But I dont think Ive ever seen more certainty of an impending breakout in my entire life. Im sure this breakout goes off without a hitch 🥹" @RealSimpleAriel on X 2025-07-08 23:36:43 UTC 22.9K followers, 19.3K engagements
"$TAN Solar shaping up. $SEDG $FSLR $NXT $ARRY" @RealSimpleAriel on X 2025-07-18 16:43:29 UTC 22.9K followers, 7245 engagements
"@TheMarathon8320 @CharlesSchwab Well if you dont need 50k shares its not applicable to you. You can hide order size and your orders are not front run because of payment for order flow" @RealSimpleAriel on X 2025-07-19 17:51:54 UTC 22.9K followers, XXX engagements
"$SMR $LEU $CCJ $GEV $CEG $VST $OKLO(long) continued strength in the nuclear/power generation names" @RealSimpleAriel on X 2025-07-14 17:39:16 UTC 22.8K followers, 5762 engagements
"7/14/2025 After hours recap. Short and sweet not much stood out expect the awesome strength in nuclear names. Congrats to the $PLTR holders new ATH $CCJ $LEU $SMR $OKLO $EQT" @RealSimpleAriel on X 2025-07-14 21:11:07 UTC 22.8K followers, 6316 engagements
"$DAL nice earnings reaction. Helping out $UAL $LUV $SAVE. Fits with the travel theme that has been working lately. $RCL $CCL $VIK $HLT $WYNN" @RealSimpleAriel on X 2025-07-10 14:43:03 UTC 22.9K followers, 3396 engagements
"7/10/2025 Daily Recap $BTC $MSTR $COIN $IBIT $CRWD $PANW $DAL $RCL $ARKK. Bitcoin silver and travel names with awesome action. Cyber security was really beaten up More in the morning 🍺" @RealSimpleAriel on X 2025-07-10 23:17:58 UTC 22.9K followers, 5155 engagements
"$LEVI looks like some shorts were depantsed there. Don't mind me just working on my dad jokes 🤣" @RealSimpleAriel on X 2025-07-10 20:15:37 UTC 22.8K followers, 4396 engagements
"Who needs banks when we have $BTC and $ETH treasury holding companies. Amirite 😅" @RealSimpleAriel on X 2025-07-16 15:44:23 UTC 22.9K followers, 7650 engagements
"@NickSchmidt_ Yup $NFLX dragging down a $SPOT and with it i noticed a little weakness recently in $UBER $META. Now all semis weaker today. And cyber continues to "digest". Nothing that would scream SELL IT ALL. but cautious on new exposure" @RealSimpleAriel on X 2025-07-18 14:21:12 UTC 22.9K followers, XXX engagements
"@Ollie_AllCaps She bought $BMNR. As an $ARKK shareholder I do not condone this level of stupidity 🤣" @RealSimpleAriel on X 2025-07-22 02:39:33 UTC 22.9K followers, XXX engagements
"Even with crude down X% on Thursday I noticed continued strength in O&G names and some of them quite a bit higher than the June spike. Reeks of accumulation. $XOM a few % from highs. Strength in travel related names $HLT $MAR $WYNN $RCL $VIK $DAL $LUV. Agreed on speculative names. Quantum was already breaking lower on Wednesday Thursday when markets were printing ATH. I actually think long $IWM short $QQQ makes some sense here until we see some materialization of rate cuts. Positioning tells us the most offsides trade right now is short the Russell so that makes sense to see it outperforming" @RealSimpleAriel on X 2025-07-12 15:42:49 UTC 22.9K followers, 1975 engagements
"7/8/2025 Daily Recap $UBER $TOST $LEU $AG $CDE $WPM $BTC $PHH $SKBL $SLV $GLD $JPM. Chop Chop and some more chop. Oil and gas names were fueled up today $MPC $CVX $HES $VLO $PSX $XLE" @RealSimpleAriel on X 2025-07-08 23:20:40 UTC 22.8K followers, 6954 engagements
"Home builders and drugs catching a bid again. $ABBV $NVO $JNJ $LEN $BLDR $LOW $HD $TOL" @RealSimpleAriel on X 2025-07-08 15:14:42 UTC 22.9K followers, 4682 engagements