@TannersTrades Avatar @TannersTrades Tanner

Tanner posts on X about ai, $tsla, $oklo, $vst 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 37.14% finance 25.71% cryptocurrencies 19.05% technology brands 15.24% automotive brands 8.57% countries 2.86% social networks 1.9% exchanges 0.95%

Social topic influence ai 15.24%, $tsla #1172, $oklo 7.62%, $vst #42, $smci 6.67%, in the 6.67%, $gev 5.71%, $vrt #113, stocks 5.71%, $nrg #11

Top accounts mentioned or mentioned by @speculatorio @hankruehl @noncoducks @knickstape99 @hdwmovies @leofunfacts @theoscarrace @mjorgensen9 @partyapebc @thehumanoidsnft @mutanthounds @richardmoglen @oliverkell @zephraywenting @dieworkwear @nedbingham57519 @primetrading @sweatystartup @connorjbates @amyoder

Top assets mentioned Tesla, Inc. (TSLA) Oklo Inc. (OKLO) Vistra, Corp. (VST) Super Micro Computer, Inc. Common Stock (SMCI) GE Vernova Inc. (GEV) Vertiv Holdings Co (VRT) NRG Energy Inc (NRG) Amazon.com, Inc. (AMZN) CatCoin (CAT) Rocket Lab USA, Inc. Common Stock (RKLB) MP Materials Corp. (MP) Freeport-McMoRan Inc (FCX) CoreWeave, Inc (CRWV) NANO Nuclear Energy Inc. (NNE) NuScale Power Corporation (SMR) Constellation Energy Corp (CEG) Robinhood Markets, Inc. (HOOD) Dell Technologies, Inc. (DELL) First Solar, Inc. (FSLR) QuantumScape Corporation (QS) Heroes of NFT (HON) AeroVironment, Inc. (AVAV) Limitus (LMT) Nebius Group N.V. Class A Ordinary Shares (NBIS) TALEN ENERGY CORP (DE) (TLN) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Wheaton Precious Metals Corp. Common Stock (WPM) Royal Gold Inc (RGLD) Lithium Americas Corp. Common Shares (LAC) Critical Metals Corp. Ordinary Shares (CRML) Southern Copper Corporation (SCCO) Teck Resources Limited (TECK) Taseko Mines Limited (TGB) Energy Fuels Inc. (UUUU) Symbotic Inc. Class A Common Stock (SYM) OpenServ (SERV) Enovix Corporation Common Stock (ENVX) Teradyne, Inc. (TER) SPDR GOLD ETF (GLD) TransMedics Group, Inc. Common Stock (TMDX) General Electric Company (GE) SPDR S&P [---] ETF Trust (SPY) AppLovin Corporation (APP) SafeMoon (SFM) GeneDx Holdings Corp. Class A Common Stock (WGS) Astera Labs, Inc. (ALAB) Microsoft Corp. (MSFT)

Top Social Posts

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

"How do I trade Silver This is how: Spot ETFs $SLV $SIVR $PSLV Levered Spot ETFs $AGQ $SLVO Miners $PAAS $HL $AG $CDE Miner ETFs $SIL $SILJ Leveraged Miner ETFs $SHNY $DMSV Royalty Corps $WPM $FNV $RGLD Bullion: JM SD APMEX (You'll want to bookmark this for later)"
X Link 2025-10-20T18:06Z [----] followers, 26.1K engagements

"My power portfolio has been taking on some water lately so Id like to share some quick updates seeing as this is my biggest thesis and invested theme: Current book (by size): $GEV $VST $VRT $PSIX $TGEN Today: - closed $OKLO (20sma trail) - added to $GEV The GE acquisition outshined how tremendous of a report it was despite the acquisition actually putting them in a better position to benefit from any Trump Grid support. For the popular new companies like $CRWV $NBIS theyre great traders but this is their first rodeo. Meanwhile GEV still has the paperwork from the Great Depression"
X Link 2025-10-22T19:48Z [----] followers, [----] engagements

"$HOOD is a market leader but why Below I break it down: - Innovative disruptive offerings targeted at young adults - Strong branding and UI for ease of use - Early crypto offerings - Strategic acquisitions for expansion Robinhood is taking over Keep this saved"
X Link 2025-10-24T17:00Z [----] followers, [----] engagements

"@Speculator_io Yeee. Heres how it all connects:"
X Link 2025-10-01T22:41Z [----] followers, [----] engagements

"Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium: $TSLA $FSLR $NRG - The truth that China does have a dominant rare earth stash and more. Bookmark to save this you will want it as this theme is only now starting to feel the supply pinch"
X Link 2025-10-09T17:40Z [----] followers, 559.2K engagements

"The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping"
X Link 2025-10-13T15:24Z [----] followers, 219.4K engagements

"How do I trade gold Below I have laid out how: Spot ETFs $GLD $IAU $OUNZ Leveraged Spot $UGL $DGP $UGLD Miners $NEM $AEM $GOLD Miner ETFs $GDX $GDXJ Royalty Corps $WPM $RGLD $OR Levered Miners $NUGT $JNUG $GDXU Futures /GC /MGC /QO Bookmark it. Ranked by size"
X Link 2025-10-19T16:29Z [----] followers, 51.6K engagements

"Top idea for this quarter: $TMDX TransMedics Mid double digit rev growth expensive but justifiable with Moat Daily weekly quarterly chart all look stacked High short interest (25%) Logically seems cheap at $4B considering the product I am already long"
X Link 2025-10-19T21:00Z [----] followers, [----] engagements

"Datacenter & Crypto Miner Ecosystem: Pure players: $CRWV $NUAI $NBIS $AULT $SLNH Miners: $IREN $APLD $RIOT $WULF $CORZ Many of these stocks are setting up for continuation. Which do you think is the most undervalued and overvalued on the list"
X Link 2025-10-31T14:45Z [----] followers, 300.5K engagements

"In the fall of last year I presented my newest long: $CAT This name along with the other heavy manufacturing AI datacenter adjacent stocks are absolutely crushing it right now. The reason is a concept that I talk about a lot and it is as simple as this: Legacy businesses with a competent management team and products that support the AI revolution will outperform speculative growth stocks because of their moats consistency and ability to accurately price the value of forward sales. Not only are they not as prone to volatility due to the steady nature of their cashflows but they are extremely"
X Link 2026-02-08T19:52Z [----] followers, [----] engagements

"Trump finally steps in to support electricity production here are my thoughts about the most impacted groups: - Independent Power Producers - Equipment manufacturers - Hyperscalers The independent power producers such as $VST $TLN $NRG get the worst of the deal as they are responsible for producing the power and selling it to the grid (PJM). [--] year fixed contracts are not good for business as in the end the model of these IPPs is to be long electricity via production. Equipment suppliers get the best deal without touching the power markets risk. $GEV $CAT $VRT sit upstream of generation and"
X Link 2026-01-16T15:09Z [----] followers, [----] engagements

"I frequently get asked what I think about (insert geopolitical economic war) event and how it will impact markets. My resolve is pretty simple: I take the event and weight it against other similar events an how they impacted markets. After this I weight it against overarching themes like the president of the biggest economic machine in the world saying things like we are going to outgrow debt. If it supersedes all of these stress tests it may be impactful but that last test is a Trump card no pun intended and unless we see a fluke event like Covid or a continental invasion by another first"
X Link 2026-01-30T00:04Z [----] followers, [----] engagements

"Accurately trading markets isnt easy enough to choose which way to win feels better. (Definitely #2) You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself You buy a stock already up 100% in [--] months and it doubles. versus You buy a stock down 50% in [--] months and it doubles. In which scenario are you more satisfied with yourself"
X Link 2026-02-10T23:01Z [----] followers, [----] engagements

"Chatter on $CRWV para short thesis is increasing way more than I saw on $MATR $RGC $SMCI Edge erosion is exactly this. Probably going to tread much more carefully until this perfectly follows last years analogs"
X Link 2025-06-04T02:34Z [----] followers, [----] engagements

"$CAT delivers on yet another stellar quarter furthering my long thesis for the stock that this is an AI winner via its power generation division and the related segments. Finding winners in this bull has not been hard but many of the running themes are tied to future promises on undeveloped tech. Names like $CAT and $GEV bring the reliability of a legacy business to a new frontier of growth. https://twitter.com/i/web/status/2016963868082212871 https://twitter.com/i/web/status/2016963868082212871"
X Link 2026-01-29T19:57Z [----] followers, [----] engagements

"@M_Jorgensen9 I mentioned $GE as it was the parent company with key divisions taking off aka GEV. Guess I could have done either"
X Link 2026-02-11T20:23Z [----] followers, [--] engagements

"Exiting my position in @partyapebc. Entry at .489 and exit at [---]. Good flip in the bear market. Holding a lot of ETH right now not seeing much I like. @TheHumanoidsNFT news soon. Eager for that"
X Link 2021-10-22T21:08Z [----] followers, [--] engagements

"@noncoducks picking up steam. Hands down one of the better communities out there with a nice steady growth and great roadmap activations. Join the fun. #DucksFlyTogether #DucksUnited"
X Link 2021-12-27T05:07Z [----] followers, [--] engagements

"bought my Brother this @noncoducks NFT for Christmas. Kinda has those vibes of your uncle who bought you some Pez dispensers way back when and [--] years later they're worth 10k. #ducksflytogether #welcometothepond"
X Link 2022-01-19T01:58Z [----] followers, [--] engagements

"First NFT purchase in almost a year. Looking good @MutantHounds"
X Link 2022-12-20T21:00Z [----] followers, [----] engagements

"Graduated college today. One of the most difficult challenges Ive ever faced and Im so happy to finish up strong"
X Link 2023-05-14T00:27Z [----] followers, [----] engagements

"Trade log since may 26th. All alerted live for free right here on twitter or in my discord. Shoot me a DM to get a lesson on how I consistently find winning trades in a tough market. $SPY $PANW $NNOX $GLBE $TSLA $DDOG $NFLX $AAPL"
X Link 2023-06-07T16:55Z [----] followers, [----] engagements

"$TSLA trade from today - Both Price targets hit - Leaving runners over 100% - How to trade a high of day test with minimal risk Follow for more $SPY $NVDA $AAPL $AMZN $AMD $COIN"
X Link 2023-07-13T20:24Z [----] followers, [----] engagements

"🧵For the last few years $SMCI has been a top trading stock in my portfolio. 🧵In this thread I will breakdown the entire thesis (with dated messages) as to why its fundamental undervaluation coupled with strong technicals allowed such a monstrous run. Lets jump in enjoy"
X Link 2024-02-16T03:12Z [----] followers, 14.8K engagements

"@RichardMoglen gave me the opportunity to sit in on a lecture with himself & @OliverKell_. Here were my key takeaways: - Even if you try a high quality stock a few times and it doesn't/barely works its important to continue to try it and not get distracted by other stocks. - Using gauges such as $NASI $NAMO $NYHL can be helpful to understand where the market at large may be - Institutions will never add into a parabolic move they load early and heavy. It is mostly smaller funds/firms that are working around it at extremely extended levels. This was a great session thanks again for the invite"
X Link 2024-02-17T18:02Z [----] followers, 11.6K engagements

"@zephray_wenting This was like reading a picture book in Russian"
X Link 2024-02-25T17:49Z [----] followers, [----] engagements

"@dieworkwear Muadib points the way"
X Link 2024-04-18T13:05Z [----] followers, 11.1K engagements

"Growing up I smoked weed nearly everyday especially on 4/20. It was an addiction to take me out of the life I was unhappy with and stuck in. Since quitting [--] years ago a different addiction has taken over within me: drive and motivation to become the best in my field and never return to the silliness of my youth. Find your passion & your drive and use it over all else to take you out of where you are and get you where you want to be"
X Link 2024-04-20T18:16Z [----] followers, [----] engagements

"@knicks_tape99 So real. No likes no matches just obesity"
X Link 2024-04-25T02:00Z [----] followers, 263.9K engagements

"@NedBingham57519 @knicks_tape99 Real life interaction dating apps is what Ive realized (shocking revelation)"
X Link 2024-04-25T02:24Z [----] followers, 11.6K engagements

"I believe we have found the nuke that $OKLO was packing 😂"
X Link 2024-05-10T19:00Z [----] followers, [----] engagements

"DEMANDING A CUSHION BEFORE SWINGING: Learned this one from @PrimeTrading_ and now I don't swing positions unless they have worked well on entry day. $NNE example entered on the break and was 3x ADR by close protecting the position. $SMCI - Same deal entering on a break and then letting the cushion help me stay convicted in the position with large size. Hope it helps troops 👌🏽"
X Link 2024-07-11T00:27Z [----] followers, 18.7K engagements

"THE NUCLEAR LANDSCAPE: $NNE $SMR $OKLO - Speculative opportunities longer road to success $CEG $VST $TLN - Financially robust nuclear options All in support of the AI wave and the power demands for future developments. Big players already stimulating campaigns to change the stigma"
X Link 2024-10-16T17:51Z [----] followers, 38.7K engagements

"ELECTRICITY VALUE CHAIN GRAPHIC EXPLAINED: Generation: $SMR $OKLO $NNE $GEV Independent: $VST $TLN $NRG $CEG Renewable: $ENPH $FSLR $NEE Vertically Integrated: $CEG $AEP $DUK $PEG Equipment: $VRT $GEV $ETN Grid: $ED Battery: $TSLA $QS $ALB $EOSE $RMO Follow up to my last video bonus at the end how I'm managing my $NNE swing trade position"
X Link 2024-10-21T20:07Z [----] followers, 17.6K engagements

"IS $SMLR THE NEXT $MSTR: 🧵/1 If there's a thesis for long MSTR on the premise they are a #BTC proxy $SMLR is a higher quality underlying business with better BTC accumulation practices. VIDEO AND THREAD BELOW:"
X Link 2024-10-30T13:24Z [----] followers, [----] engagements

"@sweatystartup My mom used to do this to me. I caught her one year throwing it out. If your kids cant trust you to be honest with them youre setting them up for a life of trust issues"
X Link 2024-11-01T04:01Z [----] followers, [----] engagements

"Bitcoin analog thesis: #BTC has been grinding higher on a menagerie of news most of which is new to crypto. Below we can observe similarities in price between the [----] run and the current run. Many believe the look to be the form of a rollover but sometimes price consolidates upward in a VCP-esque look"
X Link 2024-12-11T02:19Z [----] followers, [----] engagements

"$APP +4400% PARABOLIC TREND ANALYSIS: Applovin has seen quite a surge in growth over the last few years driven by AI advancements for its product suite favorable economic tailwinds and financial efficiency improvements. In the Y/Y APP saw: - Net income: 305% - EPS: 304% - Margins: [--] -- 67% - Op Margin: [--] -- 28% - Guidance: Raised FY guide by 15% in Q2 24' This standout financial performance as well as clean technical price action makes this one of the most legendary runs of the 2023-24 bull run. The comparison chart I used was $IGV. Let me know which stock I should cover next"
X Link 2024-12-19T19:24Z [----] followers, 14.5K engagements

"🧵 I love $RKLB lets talk why I am taking it from a swing trade to an investment. Value proposition competitors government stimulus SpaceX integrative capabilities hidden value (slide 6) reliability and more Dive in below (bookmark for $100 per share):"
X Link 2024-12-31T14:48Z [----] followers, 57.6K engagements

"🧵 [----] MEGA GAINERS (300-7600%) SUPERTHREAD Space Quantum AI Nuclear Hardware Crypto and. Farmers Markets Lets deep dive [--] of the best charts this year (Bookmark to remember) $RKLB $SMR $IONQ $SMCI $CAVA $BTC $APP $VST $SFM $WGS $PLTR $CVNA"
X Link 2025-01-03T16:57Z [----] followers, [----] engagements

"🧵/13: $WGS GeneDx Operates in the healthcare sector with a focus on genomics related diagnostics. The key drivers of this run were technological advantages a path to profitability strategic partnerships bolstering network size and heavy institutional investment. Technically speaking this run offered some of the cleanest base breakouts of the year making it one of the best trading stocks for 2024"
X Link 2025-01-03T16:57Z [----] followers, [---] engagements

"🧵/14: $SFM Sprouts farmers market is certainly one not many of you expected to see here but their new initiatives supply chain improvements and acceleration location growth has made this stock one of the darlings of the year. I mean this chart rivals even $ANF monster run from recent with essentially no SMA crossbacks not a single touch of the 50sma until the end of the year and near perfect earnings thrusts throughout the sessions. Truly a beast. https://twitter.com/i/web/status/1875225077677273434 https://twitter.com/i/web/status/1875225077677273434"
X Link 2025-01-03T16:57Z [----] followers, [---] engagements

"Introduction Tickers: $VRT $SMR $OKLO $VST Industries: Electrical Equipment Power Producers Modular Nuclear ChatGPT Gemini Grok Perplexity the list of new Large Language Models (LLMs) grows at http://x.com/i/article/1890854723928076288 http://x.com/i/article/1890854723928076288"
X Link 2025-02-15T20:20Z [----] followers, [----] engagements

"@ConnorJBates_ Bates no slander please. He has called [--] out of the last [--] recessions"
X Link 2025-02-16T02:12Z [----] followers, 12.3K engagements

"If youre under the age of [--] or void of responsibility remember that economic decline and resetting of asset valuations is how you get generational wealth buys like our boomer family members who bought houses for rolls of quarters and a firm handshake"
X Link 2025-04-02T20:49Z [----] followers, [----] engagements

"@amyoder This ones gonna do numbies"
X Link 2025-04-25T16:52Z [----] followers, 92.9K engagements

"@hdwmovies What is a Glup Shitto"
X Link 2025-05-15T20:58Z [----] followers, 66.6K engagements

"@brinkroll @hdwmovies This is gold"
X Link 2025-05-16T01:14Z [----] followers, [----] engagements

"@buccocapital Itll all come back around when boomers are no more and the birth rate dilemma comes to fruition"
X Link 2025-05-18T23:24Z [----] followers, 17.3K engagements

"$ASST gotta be one of the best looking daily charts ive seen in a while"
X Link 2025-05-19T13:43Z [----] followers, [----] engagements

"@Leofunfacts @TheOscarRace The scene exemplifies that everyone makes mistakes and even small ones are costly"
X Link 2025-05-20T20:37Z [----] followers, 24.4K engagements

"@Leofunfacts @TheOscarRace I think everyone hopes they wouldnt let mistakes happen but they do. Its just a plot point"
X Link 2025-05-20T22:38Z [----] followers, [----] engagements

"@rats7 AI will never be able to replace this"
X Link 2025-05-24T16:28Z [----] followers, 22.1K engagements

"Me to my girl before a below average wienering BREAKING: Iranian state media claims there will be a surprise tonight that the "world will remember for centuries" BREAKING: Iranian state media claims there will be a surprise tonight that the "world will remember for centuries""
X Link 2025-06-17T21:31Z [----] followers, [----] engagements

"@Columned_ Idc what its called I just wanna see the worm"
X Link 2025-07-08T21:54Z [----] followers, 50.3K engagements

"$HOOD 1300% super run: Fundamental and technical notes annotated on the chart. Bookmark for safe keeping"
X Link 2025-08-11T20:08Z [----] followers, [----] engagements

"$RDDT 550% IPO Run analysis: I didn't understand why Reddit was performing so well. After studying their partnerships and acquisitions of AI ad tool agents optimizing for financial growth and taking the IPO market by storm it all makes sense now"
X Link 2025-08-16T20:54Z [----] followers, 39K engagements

"$ALAB 500% IPO Run: The best way to handle days in the market without much to do is study. Today was the day for Astera Labs study an expensive business but hell of a trading stock over the last year. Check it out the fully annotated chart below:"
X Link 2025-08-19T16:54Z [----] followers, [----] engagements

"$HIMS 1100% "Short Sqeeze" Run: HIMS was a name that made a monstrous move earlier this year so I went back to study it. See the fully annotated chart below with financial technical and short squeeze (or lack there of) notes below: Bookmark and enjoy"
X Link 2025-08-21T19:58Z [----] followers, 16.1K engagements

"$CLS Celestica TML Analysis: Since April $CLS has outperformed huge growers like $PLTR $GEV and $ALAB. View the fully annotated technical fundamental and broad market analysis on how CLS has grinded to a staggering 2500% in just over a year below:"
X Link 2025-08-24T16:52Z [----] followers, 17K engagements

"$RKLB 1400% Run: - Founder led - $1.4 Billion backlog - Trump Supported (Space Force) - New product launching by EOY - SMA respect w/ clean trends Full technical and fundamental analysis of Rocket Lab below:"
X Link 2025-09-01T14:14Z [----] followers, 31.3K engagements

"Delisted - All Time Highs: Nebius $NBIS is a top player in AI infrastructure. I dove deep to find out the history of this stock its Russian affiliations $MSFT deals and how they came back from the dead. Check out the fully annotated chart below:"
X Link 2025-09-09T13:23Z [----] followers, 15.1K engagements

"@Dexerto Sell them in the old design. The rubber nips are terrible"
X Link 2025-09-09T21:34Z [----] followers, 107.1K engagements

"What's going on with $OPEN - Liquid monster (billions of shares weekly) - Rising short interest - Management changes I was a hater. but I can't deny the clean action:"
X Link 2025-09-12T13:08Z [----] followers, [----] engagements

"Parabolic Trend Analysis: $OKLO Updated analysis as OKLO goes parabolic. This was written long ago on my feed as it had all the makings of an exceptional performance stock: - No product - No revenue - Huge theme Check out the fully annotated chart below:"
X Link 2025-09-19T19:55Z [----] followers, [----] engagements

"My friend first told me about $OKLO in May of last year. She works in (data center) real estate and heard that onsite nuclear would be important to the ecosystem. Shes now up huge because she can LISTEN to the world around her not just scroll X and scan stocks for patterns"
X Link 2025-09-19T22:55Z [----] followers, [----] engagements

"While everyone else focuses on which chip manufacturer is going to come out on top. OpenAI alone plans to consume 250GW of power by [----] with US total consumption around 470GW. We need more power badly. Solar probably first to put a band-aid on the problem then nuclear"
X Link 2025-09-29T01:12Z [----] followers, [----] engagements

"Every AI Ecosystem Combined: Below is a graphic that fully encompasses the AI supply chain from energy creation to compute. Over the last year and half I have made the power demand trade the largest position of my entire career. In every instance of innovative greatness the foundation is a strong energy supply. If AI is to be what we all hope it will companies like $CRWV $AMZN $GOOG $MSFT and $ORCL will need to either fund or build their own energy grids. The last thing any administration would want is its citizens picking up a monstrous utilities bill every month at the hand of mega"
X Link 2025-09-30T13:00Z [----] followers, 21K engagements

"Should have a look into $TGEN. Partnership with $VRT for marketing their nat gas chillers. Good piece of tech w/ big moat. Also $PSIX as miniature version of $CAT same idea good piece of tech better growth story than TGEN. In any case all apart of my core Datacenter equipment basket. Heres a better visual I made as well"
X Link 2025-10-02T00:13Z [----] followers, [----] engagements

"In January I outlined the immense power problem that comes with AI no matter what. This problem includes both power related equipment and systems such as $VRT $GEV $CAT $PSIX as well as outright generation from IPP's such as $VST $CEG. This article explores the issues. https://t.co/Rjsuf3eFFa https://t.co/Rjsuf3eFFa"
X Link 2025-10-02T14:27Z [----] followers, [----] engagements

"How old and tired is the U.S Electrical grid actually The United States grid as we know it today is a 100+ year old three player effort to get maintain and supply electricity to the constituents of this country as it's needed. Today over 70% of the transmission lines in the system are over [--] years old with the largest portion of the foundation laid in the 1960s/70s. (DoE) The technology and infrastructure weve built on top of this deteriorating system made for the world of old is the equivalent of running a Ferrari with a hamster wheel. Not only are the systems old but the supply of energy"
X Link 2025-10-07T15:58Z [----] followers, [----] engagements

"@Speculator_io Rare earth is just the tip of the iceberg Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium: $TSLA $FSLR $NRG - The truth https://t.co/6et9bPm6ny Why are Rare Earth Metals Important Below I have put together why. You will find: - key investments from Trump such as $MP $LAC $TMQ and $CRML - Where Neodymium is used: $SMCI $DELL $VRT - Copper supply chain: $SCCO $FCX $TECK $TGB - Lithium:"
X Link 2025-10-09T18:20Z [----] followers, 41.4K engagements

"I write as well Its free: https://tyarton.substack.com/ https://tyarton.substack.com/"
X Link 2025-10-09T19:51Z [----] followers, 15.6K engagements

"The people arent ready for this take but: when you have technological and economic tailwinds federal support and monster spend from the biggest smartest firms its better to hold the fundamental thesis than the technical analysis. If Fridays sell was on capex slowdown or some impactful illegitimacy claim I would understand but why would I sell my growth tech names on a piece of news that is minuscule in impact. Flush out leverage send VIX +30% in one day and stop everyone out just as we head into earnings season when results will likely blow away expectations and reveal just how much AI is"
X Link 2025-10-12T19:16Z [----] followers, 13.8K engagements

"@venuguntupli7 Robotics: https://x.com/TannersTrades/status/1977757397947961503 The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT $DPRO Bookmark this and thanks to @HankRuehl for helping https://t.co/HfscZD8U2T https://x.com/TannersTrades/status/1977757397947961503 The Robotics Ecosystem: - Major metal components $UUUU $NB $MP $FCX - Battery players $QS $AMPX $ENVX - Humanoid $TSLA $HON $TER - Logistics applications $AMZN $SYM $SERV - Defense $AVAV $LMT"
X Link 2025-10-13T15:53Z [----] followers, [----] engagements

"What is The Space Economy In the graphic below I have laid out: - Launch and Propulsion: $RKLB $FLY $GE SpaceX - Satellites: $PL $ASTS $BA $MNTS - Components: $CMI $HON - Data Analytics: $BKSY $PLTR $SPIR - Materials: $USAR $ATI - Comms: $VSAT $IRDM $SATS - Networks: $VZ $T $TMUS - Defense: $NOC $LMT $LHX - Sensors & Power: $MOG.A $STI $BWXT $TDY If you enjoyed be sure to bookmark this for later use https://twitter.com/i/web/status/1979195981976490318 https://twitter.com/i/web/status/1979195981976490318"
X Link 2025-10-17T14:41Z [----] followers, 90.7K engagements

"Recently finished my 156th weekly write up. I cover: State of the rare earth trade Index behavior amidst turmoil Ideas/themes for q4 notable charts and quotes $USAR $TMDX $DELL $GLD $HOOD $TGEN $TSLA Go read it"
X Link 2025-10-19T19:40Z [----] followers, [----] engagements

"@Speculator_io Great list. I connected it all together as well:"
X Link 2025-10-24T21:50Z [----] followers, [----] engagements

"A system that works is a system that is trusted. Looking back through my stat sheet for the year I find that the majority of my losses come from [--] main groups: - Non target themes - Breakout entries/momentum swinging - Stocks not at/near highs The most glaring issue is that coming into the year I had laid out my core basket and if I had just bought it Id have outperformed my current YTD by 20%. I must get better at sizing down these non target buys or just being more patient as opposed to treating it like a premium buy on a core idea. Its been a good year but that doesnt mean I can be lazy in"
X Link 2025-11-03T16:21Z [----] followers, [----] engagements

"Is the Mag-7 Overvalued This question is thrown around a lot on FinX and personally I think its a bunch of hoopla. Yes the weighting of $NVDA $AAPL $AMZN $TSLA $META $MSFT $GOOG is the highest its ever been (37%). Yes many of them work together and partner with each other creating a "wheel" of cashflow. Finally yes despite having a deregulatory administration in place there are also concerns of antitrust afoot. Even still with all of this true we have instances in history where 'on paper' irrationality continued on for much longer than even the biggest bears could hold out. We all see the"
X Link 2025-11-04T16:37Z [----] followers, [----] engagements

"How much land does it cost to produce electricity Electricity needs to be used near the source of its generation to avoid heat loss during transmission. With power production where it currently sits a near 40% wide spread between expected [----] demand and output I wonder what type of power the U.S. will be pushing moving forward. The back and forth of the last couple administrations has certainly slowed down this decision making with each rolling back the pasts choices on where funding will go. Despite Elon being a big proponent for solar I question the state of advancement in battery tech and"
X Link 2025-11-06T21:27Z [----] followers, [----] engagements

"Pullback buy setup: Undercut and Rally Great setup to know in a tougher market the undercut and rally capitalizes on inefficient supports to shake out unwilling hands and reward rebuys. Long ago I saw it being popularized as a "liquidity sweep" which is effectively the same thing. Price fades a historic support and within a few sessions reclaims it and moves out to the top of the range. See examples below: $DUOL $NET $MSTR"
X Link 2025-11-12T17:12Z [----] followers, [----] engagements

"Another earnings season and another round of watching traders and EP bros fail to realize that beat/miss data is worthless to accurately valuing where a stock should be on report day. Anyone who took corp finance in college can guesstimate q/q earnings and put a bow tie on it for the public. Look for this instead: - guidance raise/beat - sales acceleration - margin improvements - CFO comments about internal surprise Last of all just read the internally released literature. I love X for all it provides to the finance community but you can learn a hell of a lot more about what makes a business"
X Link 2025-11-13T01:01Z [----] followers, [----] engagements

"Parabolic Trend Analysis: $DXCM DexCom experienced a 1400% run prior to Covid with the development and rollout of their G6 diabetes monitoring device. This run was aided by some small economic tailwinds as well as a technological advancement and strategic partnerships to maximize customer acquisition. The technicals were pure throughout with [--] large weekly base and breaks offering upside potential and one H&S on the way down with an underbelly retest to confirm. Really nice run solid growth. https://twitter.com/i/web/status/1901365780706640009"
X Link 2025-03-16T20:11Z [----] followers, [---] engagements

"$RVNL one of the only stocks Ive seen go triple parabolic in less than a year on the same uptrend. Many such cases in India. Do you guys ever look at some of the charts in the Indian stock market It's unbelievable. They make Fartcoin NVDA and insert AI shitco here look like dividend-paying utilities. Truly amazing. Do you guys ever look at some of the charts in the Indian stock market It's unbelievable. They make Fartcoin NVDA and insert AI shitco here look like dividend-paying utilities. Truly amazing"
X Link 2025-07-10T00:45Z [----] followers, [----] engagements

"$AIRO good report at a glance: - drone theme ( $ONDS $AVAV $RCAT) - moderate dilution risk - 13-15 P/S - new ipo (basing) Seems like one to focus on if the expectation is drone theme is real and sales acceleration is probable. Only negative is no long term contracts"
X Link 2025-08-14T12:47Z [----] followers, [----] engagements

"@CharlieAllievo @marketplunger1 Tell you what its been annoying as shit to trade in the past. Almost didnt include it just out of spite"
X Link 2025-10-10T00:03Z [----] followers, [--] engagements

"Furthering my point from yesterday: $CAT broken down into segments. We can see that the data center related segments are growing much faster than the rest of the business. These assets if spun off would likely trade for a much higher multiple and create a solid window for growth post spin. After looking around this seems like the best stock for a spin off given the current AI tailwind impacting legacy businesses"
X Link 2025-11-19T20:29Z [----] followers, [----] engagements

"Pumping the brakes and looking for adds on a lot of my favorite names this weekend from the tree stand. Hello New York"
X Link 2025-11-22T19:42Z [----] followers, [----] engagements

"My weekend coverage was some more of the bullish that Ive shared. Heres an excerpt: If we look back to the pullbacks over the last year they have all revolved around things that have little to no impact on the drivers of this market. What I see is this: - FCF and Operations financed CapEx spend fueling the greatest infrastructural development of my lifetime - Businesses across every industry staking their claim in the AI cloud - Jensen Huang providing the most bullish commentary on every earnings call as they continue to lay the foundation for all customers Until I see the technical signs of"
X Link 2025-11-24T20:39Z [----] followers, [----] engagements

"Ever heard the saying "look for the exits when you enter a building" The same concept applies in trading and specifically knowing exactly what kind of price action deems a sell or a stop loss. I just published an open full length piece on sell rules with annotated charts like the one below. Go check it out and enjoy this excerpt: "Sell rules vary for so many but to me people fall into one of two camps: - Rigid technical rules - Fluid feel based rules After years of trial and error I have found that neither one of these is conducive to success. This is not to say that it cant work but for my"
X Link 2025-11-28T20:31Z [----] followers, [----] engagements

"I still believe the power bottleneck to be the most important part of the modern technological revolution. Energy is the foundation of innovation and whichever country quenches AIs thirst for watts will command the cloud. US leaders must act to bring more power online and fast. The way I see it is as such: AI is going forward regardless. Companies will continue to spend and develop whether the infrastructure is there or not. This leads to two key issues: - competition with countries who do not have these power constraints - local citizenry footing massive bills for utilities These are both"
X Link 2025-11-30T18:55Z [----] followers, [----] engagements

"We call them trades positions vehicles but ultimately they are so much more. Randomly owning technical setups in a technology supercycle is a recipe to look back in a few years and wonder what the hell we were doing. The same goes for buying a fundamental sheet with no idea what revenue looks like in a few years on businesses with no track record. Hone in on the themes/sectors you understand. Identify the best businesses within said theme and find ways into the stocks via technicals. This blanket coverage gives access to the foundation of what makes a position. This is why I have put so much"
X Link 2025-12-02T15:11Z [----] followers, [----] engagements

"A number of months ago I published a full length piece about the space economy its components the groups within and who stands to gain from future government funding for the sector. Since then the read of a pullback through the fall and bounce into the winter has been correct. The public opinion shift on space has been swift in the last [--] years and its only accelerating. This economy is packed full of value and youll want to check it out"
X Link 2025-12-10T14:00Z [----] followers, [----] engagements

"After a tumultuous few sessions in the market I find it warranted to address my behavior as it pertains to seasonality and general attitude shifts in markets. First and foremost I am always looking at markets. Even when the ones everyone focuses on trading every day are in jeopardy money is flowing somewhere and I am a firm believer in that. However there are times in markets where I find myself abstaining less interested and most importantly less active. The end of the year is historically one of those times for me with my reasoning as follows: - If theres a Santa rally my book wont need"
X Link 2025-12-18T17:48Z [----] followers, [----] engagements

"What is this un-American price action the day after Christmas"
X Link 2025-12-26T15:36Z [----] followers, [----] engagements

"One year ago I published my reiterated long thesis on $RKLB moving it from a swing to a long term holding. This was a tremendously profitable move with the holding reaching [--] bagger status within the portfolio. The thesis can be boiled down into a few key elements: - Charismatic management - Impactful developments in the pipeline - Adjacent access to a (privately held) industry titan SpaceX - Budding ecosystem outside of itself - Favorable administration for growth This is a bit of broken record commentary here but I want to make something clear about "adjacent access". What I mean isn't"
X Link 2025-12-29T15:36Z [----] followers, [----] engagements

"Every bus is the wrong bus if youre at the wrong station. Biggest trading takeaway from 2025"
X Link 2026-01-01T18:11Z [----] followers, [----] engagements

"As it was written POTUS will roll out a swath of deals and bills to protect the citizenry from heightened utilities bills. While it is no administrations fault electricity is a commodity like any other and its price stability is in peril amidst the humongous draw for AI and related technologies. My portfolio has been built around this thesis over the last few years and there are so many opportunities within it. Happy to see this urgent issue finally addressed at the administrative level. POTUS: I never want Americans to pay higher Electricity bills because of Data Centers. Therefore my"
X Link 2026-01-13T00:14Z [----] followers, [----] engagements

"Coverage from last year on domestic energy demand and the ways to play it. Worth looking at: Breaking down the electricity ecosystem once again: Quick video on: - Massive spread between expected US output and demand from AI - AI datacenter value chain ( $NVDA $SMCI $NBIS $CRWV) - Independent Power Producers ( $VST $GEV $CEG $NRG) - SMR Nuclear ( $OKLO $SMR $NNE) https://t.co/iyiHryPENp Breaking down the electricity ecosystem once again: Quick video on: - Massive spread between expected US output and demand from AI - AI datacenter value chain ( $NVDA $SMCI $NBIS $CRWV) - Independent Power"
X Link 2026-01-13T00:33Z [----] followers, [----] engagements

"Just got dinner with @PurpleDrink_LLC an dhe got up in the middle of ordering and yelled PRETZEL STICKS ARE $20 AND YOURE BEARISH Everyone applauded. Generational bull"
X Link 2026-01-15T03:05Z [----] followers, [----] engagements

"good week in market everyone posts their theme of choice and why its so good individually despite going up with everything slew of headlines shaking out the poors bottom because pullbacks are fake higher"
X Link 2026-01-18T19:29Z [----] followers, [----] engagements

"The Art of the Deal Last April we saw Trump deploy his effortlessly exciting Art of the Deal on the entire world and after careful analysis of his history in making deals this is how I view his playbook and how it may apply to his weekend antics: Step 1: Aim High Trump always initiates the deal with a monstrous ask or proposal as a means to establish that big goals lead to big results. He believes limiting oneself to what is realistic will always hamper the maximum outcomes. Step 2: Remain Likeable While Standing Tall Since most cannot comprehend step one Trumps strategy is often met with"
X Link 2026-01-19T23:01Z [----] followers, [----] engagements

"Happy wintry Sunday to all This weeks article is a bit different from the usual weekend coverage and I hope you enjoy I will be covering the winter storm currently making its way across the US and http://x.com/i/article/2015516767800737792 http://x.com/i/article/2015516767800737792"
X Link 2026-01-25T20:11Z [----] followers, [----] engagements

"For some reason articles don't get any reach on this app but here is an analysis of the impacted groups from the winter storm in the US as well as the information on how to trade it. https://t.co/jtzlGUYhln https://t.co/jtzlGUYhln"
X Link 2026-01-25T20:15Z [----] followers, [----] engagements

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