@cfromhertz Avatar @cfromhertz Christian Fromhertz 🇺🇸

The market is seeing a rotation out of high-growth tech stocks and into other areas, with some profit-taking in names like $BE, $ALAB, and $CRDO. Meanwhile, aerospace and defense stocks, such as $HWM, $KTOS, and $XAR, are continuing to impress with strong performances. Private equity companies like $KKR, $BX, $CG, and $APO are also on the move, with some seeing new highs and increased activity.

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Social Influence

Social category influence stocks 49.51% finance 26.21% cryptocurrencies 17.15% technology brands 9.39% countries 3.56% exchanges 1.62% social networks 0.65% fashion brands 0.32% financial services 0.32% currencies 0.32%

Social topic influence stocks #3222, ai 4.85%, $sndk #168, $qqq #243, strong 3.56%, $lite #71, $smh #74, $igv #68, $tlt #2, $ewy #15

Top accounts mentioned or mentioned by @sp3cul8r @william_r2rclub @marketwebs @ericbalchunas @realsimpleariel @livetradepro @walterdeemer @arkinvest @bluemoontrades @ewhispers @sunrisetrader @jfsrev @adidaskiing @justgracekj @moneymitch_ttp @sergiustrading @george76416221 @chartfest1 @cfromhertz33 @finvizcom

Top assets mentioned Sandisk Corporation (SNDK) Lumentum Holdings Inc. Common Stock (LITE) Spacemesh (SMH) iShares BTC Trust (IBIT) SPDR S&P [---] ETF Trust (SPY) DIA (DIA) SPDR GOLD ETF (GLD) Bloom Energy Corporation (BE) Teradyne, Inc. (TER) Ciena Corporation (CIEN) ARK Innovation ETF (ARKK) Coherent Inc (COHR) Italian National Football Team Fan Token (ITA) Four (FORM) Vixco (VIX) Micron Technology, Inc. (MU) Viavi Solutions Inc. Common Stock (VIAV) GlobalFoundries (GFS) Bitcoin (BTC) Walmart, Inc. (WMT) Karman Holdings Inc (KRMN) Credo Technology Group Holding Ltd (CRDO) SPX6900 (SPX) Aipocalypto (AIPO) NVIDIA Corp. (NVDA) Nextracker Inc. (NXT) Howmet Aerospace Inc (HWM) Eli Lilly and Company (LLY) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) McKesson Corporation (MCK) CatCoin (CAT) DigitalOcean Holdings, Inc. (DOCN) Applied Materials, Inc. (AMAT) McDonald's Corp (MCD) Coldstack (CLS)

Top Social Posts

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

"ICYMI -- my post from last weekend why does $ARKK always underperform hint hint - don't buy falling stocks that have broken trend see thread below for examples $ARKK what is going on here - why does this ETF always underperform I will give you a couple thoughts (and this is not meant to be criticism it is meant to help you avoid mistakes and increase trading disciple) https://t.co/UZfwZtgDNc $ARKK what is going on here - why does this ETF always underperform I will give you a couple thoughts (and this is not meant to be criticism it is meant to help you avoid mistakes and increase trading"
X Link 2026-02-13T20:32Z 92.3K followers, 31.3K engagements

"$KOSPI vs $NDX cc $EWY vs $QQQ"
X Link 2026-02-12T12:51Z 92.3K followers, [----] engagements

"We are through the 1st month and a half of '26 Join the great @Chartfest1 Helene Meisler & I to discuss Charts & Trends 12est on Tuesday will be livestreamed on YouTube @cfromhertz33"
X Link 2026-02-13T20:42Z 92.3K followers, [----] engagements

"Are Equity Yield replacements signaling that rates are going much lower $DVY $XLU $XLP $IYR"
X Link 2026-02-14T21:43Z 92.3K followers, [----] engagements

"$NTNX Nutanix and NVIDIA $NVDA Collaborate to Accelerate Enterprise AI Adoption (Bloomberg) Integration will bring together Nutanixs automated and secure enterprise AI platform with NVIDIA NIM inference microservices for accelerated inference of state-of-the-art AI models"
X Link 2024-05-21T12:14Z 92.3K followers, [----] engagements

"$GFS *GLOBALFOUNDRIES WEIGHS MERGER W/ UNITED MICROELECTRONICS:NIKKEI"
X Link 2025-03-31T14:39Z 92.3K followers, [----] engagements

"$MCD *MCDONALD'S SEES CONSUMER PRESSURES CONTINUING IN [----] that is reflecting in Cons Discretionary charts $RSPD 200d MA will be important to watch for this group"
X Link 2025-11-05T13:42Z 92.3K followers, [----] engagements

"China #Solar $DQ $JKS clouds starting to clear 🌞"
X Link 2025-11-10T02:15Z 92.3K followers, [----] engagements

"$ATI $CRS Specialty Metals / Steel"
X Link 2025-11-12T23:36Z 92.3K followers, [----] engagements

"November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov"
X Link 2025-11-17T18:54Z 92.3K followers, 31.9K engagements

"November Performance (updated) $IBIT $BTC_F Bitcoin -15.5% $ARKK Ark Innovation -15.8% $FFTY IBD [--] -16.9% November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv November Performance $IBIT Bitcoin -15.7% $ARKK Ark Innovation -14.8% $FFTY IBD [--] -15.7% The higher the speculation the bigger the drawdown in Nov https://t.co/cg6XwhToJv"
X Link 2025-11-18T22:51Z 92.3K followers, 15.1K engagements

"$SNDK *SANDISK SNDK TO BE ADDED TO S&P 500"
X Link 2025-11-24T22:18Z 92.3K followers, [----] engagements

"$IHI Medical Devices the group has been dormant sideways for the better part of a year but now trying to resolve higher I added $IHI to the TTG Trend Portfolio yday"
X Link 2025-11-25T18:20Z 92.3K followers, [----] engagements

"Best names from TTG Strong Earnings Watchlist $BE $SNDK $LGN $LITE $COHR $APLD $FN $KLIC $NXT $LMND $CLS"
X Link 2025-12-04T17:03Z 92.3K followers, [----] engagements

"*SPX NEWS: $CRH CARVANA $CVNA & COMFORT SYSTEMS USA $FIX SET TO JOIN S&P"
X Link 2025-12-05T22:17Z 92.3K followers, 18.2K engagements

"$XRT Retail huge move off of tagging support at top of its yearly Value Area here are your leaders in the ETF $VSCO $REAL $KSS $M $EYE $ODP $DG $DLTR $DDS $AEO $ROST $FIVE $ULTA $PSMT $WMT $RVLV $GAP"
X Link 2025-12-06T16:21Z 92.3K followers, 36.5K engagements

"$KBE Banking ETF new closing highs"
X Link 2025-12-10T22:12Z 92.3K followers, [----] engagements

"$VIK cruising to new highs"
X Link 2025-12-11T14:40Z 92.3K followers, [----] engagements

"$HWM *HOWMET AGREES TO BUY CAM FROM STANLEY BLACK& DECKER FOR $1.8B $SWK"
X Link 2025-12-22T13:47Z 92.3K followers, [----] engagements

"$JBL a break above the new '26 Value Area and new ATHs"
X Link 2026-01-03T14:33Z 92.3K followers, [----] engagements

"$XME Metals & Mining new closing ATHs"
X Link 2026-01-06T03:49Z 92.3K followers, 14.9K engagements

"*ELI LILLY NEARS OVER $1B DEAL FOR VENTYX BIOSCIENCES: WSJ $VTYX $LLY"
X Link 2026-01-06T20:42Z 92.3K followers, 11K engagements

"$BE *BLOOM ENERGY SHARES UP 7% AFTER AEP FUEL-CELLS PURCHASE PACT"
X Link 2026-01-08T13:35Z 92.3K followers, [----] engagements

"$ITA Incredible moves this week for Aerospace & Defense Group $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S $ITA Aerospace & Defense made a new ATH to start the year this was one of my favorite groups in '25 and still is https://t.co/TOgu3ql29S"
X Link 2026-01-10T17:39Z 92.4K followers, 18.7K engagements

"$ITA best names ytd $AVAV +51% $KTOS +50% $RCAT +48% $KRMN +45% $MRCY +28% $ATRO +22% $RKLB +22% $DRS +20% $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77 $ITA Incredible moves this week for Aerospace & Defense Group https://t.co/IJSkGe6s77"
X Link 2026-01-10T18:52Z 92.4K followers, 13K engagements

"$SKYT SkyWater Technology Inc. +63% ytd this is your highest performing Semiconductor related co so far in '26"
X Link 2026-01-11T16:52Z 92.3K followers, [----] engagements

"$TEM Tempus AI Up as Diagnostics Unit Fuels Prelim. 4Q Revenue Beat (Bloomberg) -- Tempus AI Inc. rises 12% premarket after the technology platform that uses AI to process medical data posted some preliminary fourth quarter results including revenue that beat estimates fueled by a 121% increase in revenue at the diagnostics division. https://twitter.com/i/web/status/2010708258936266846 https://twitter.com/i/web/status/2010708258936266846"
X Link 2026-01-12T13:39Z 92.3K followers, [----] engagements

"$IBIT #Bitcoin 👀 very interesting level here. notice how top of Jan Value Area lines up w/ bottom of '26 Value Area . major level off interest here $51.95 using @MarketWebs #VolumeAtPrice also 50d MA now in picture too"
X Link 2026-01-12T16:35Z 92.3K followers, [----] engagements

"In today's recap I reviewed new trade in $IBIT #Bitcoin and what I like about it 👇 CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB CF's Stock Market Recap While the Indices $SPY $QQQ chopped around today let's review stocks / cryptos $IBIT $ETHA $HOOD $NBIS $IREN $ALAB $CRDO $GFS $CLS $KWEB $TSEM https://t.co/5g9OqKBeYB"
X Link 2026-01-14T01:30Z 92.3K followers, [----] engagements

"*COTERRA SAID TO MULL DEVON ENERGY COMBINATION IN OIL MEGADEAL $CTRA $DVN"
X Link 2026-01-15T17:36Z 92.3K followers, 53.3K engagements

"we learned a tremendous amount on Jan 2nd . were you paying attention Jan2nd performance: 🔹FANG / Mag [--] looked heavy (see below) 🔹 $SMH was +3.7% / $IGV -2.9% 🔹 $ITA Aero & Defense was +3.4% 🔹 $QQQJ was +1.8% 🔹 $EWY was +5.1% ALL of these showed continuation in each of their respective trends $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM $NYFANG $AMZN $MSFT $META $NFLX etc looks heavy and some rotation out of crowded long seems logical https://t.co/LYicW1HFwM"
X Link 2026-01-19T02:19Z 92.4K followers, 18.5K engagements

"$ICLN Global Clean Energy ETF +7.7% ytd and a member of the TTG Global Trend Portfolio"
X Link 2026-01-19T14:58Z 92.3K followers, [----] engagements

"$GFS happy little candle TTG #bullish setup from last week"
X Link 2026-01-20T15:26Z 92.3K followers, [----] engagements

"from the midday TTG Market Pulse note on Jan13th $GFS https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A https://open.substack.com/pub/ttgtrading/p/the-ttg-market-pulse-new-global-trend-fadutm_campaign=post-expanded-share&utm_medium=web $GFS happy little candle TTG #bullish setup from last week https://t.co/mRncB4Ep3A"
X Link 2026-01-20T16:36Z 92.3K followers, [----] engagements

"$TEL TE Connectivity Cashes In On AI EV Demand With Record Orders 🔹TE Connectivity reported quarterly adjusted earnings of $2.72 per share up 33% year over year and revenue rose 22% to $4.67 billion. 🔹The company reported record quarterly orders of $5.1 billion up 28% year over year and generated $865 million in operating cash flow and $608 million in free cash flow. 🔹CEO Terrence Curtin expects double-digit year-over-year increases in both sales and EPS for the second quarter of fiscal [----] with adjusted earnings per share expected to be $2.65 up 20% year over year."
X Link 2026-01-21T13:00Z 92.3K followers, [----] engagements

"*TRUMP MOCKS FRENCH PRESIDENT MACRON FOR WEARING SUNGLASSES $WRBY"
X Link 2026-01-21T14:24Z 92.3K followers, [----] engagements

"$KRMN *Karman Holdings FY Outlook Revenue $700M - 715M; FactSet Est. $578.7M"
X Link 2026-01-21T21:11Z 92.3K followers, [----] engagements

"$KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million Tony Koblinski (CEO) says: "Our core business continues to thrive as we build greater scale and capabilities through strategic acquisitions. From deep sea to deep space Seemann and MSC will make us truly an all-domain solutions provider with a larger addressable market and greater funding visibility and revenue across"
X Link 2026-01-21T21:12Z 92.3K followers, [----] engagements

"$KRMN Karman Holdings PT Raised to $130 from $100 at Raymond James $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA of $205 - [---] million $KRMN Karman Holdings FY Outlook Above Consensus (Dow Jones) Jan. [--] (Financial News Systems) - Karman Holdings sees FY outlook for revenue of $700 - [---] million which beats FactSet consensus estimates of $578.7 million. -- Sees FY outlook for adj EBITDA"
X Link 2026-01-22T12:35Z 92.3K followers, [----] engagements

"$FIGR trying to get a footing here and turn 👀"
X Link 2026-01-23T17:18Z 92.3K followers, [----] engagements

"IonQ $IONQ to Acquire SkyWater Technology $SKYT For $35/Share: M&A Snapshot (Bloomberg)"
X Link 2026-01-26T11:20Z 92.3K followers, [----] engagements

"Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"
X Link 2026-01-27T03:38Z 92.3K followers, [----] engagements

"$QQQE does have [---] companies and unlike $QQEW is at ATHs another case of you must look at weightings vs just name of ETF cc @EricBalchunas Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm https://t.co/VlT6AJLHR1 Well I learned something today. $QQEW & $QQQE are not the same (and of course mgmt fee is different) $QQEW only has [--] companies in it and still calls itself First Trust Nasdaq-100 Select Equal Weight ETF hmm"
X Link 2026-01-27T03:43Z 92.3K followers, [----] engagements

"i just want to $FLY. watch $29.35 for a break into this week's Value Area using @MarketWebs name has seen repeat call activity recently"
X Link 2026-01-27T19:49Z 92.3K followers, [----] engagements

"$NXT Nextpower Boosts FY Adjusted EPS Forecast Beats Estimates"
X Link 2026-01-27T21:09Z 92.3K followers, [----] engagements

"$EXPE Nice spot how many folks from north east going to be booking trips after this cold weather / snow"
X Link 2026-01-28T01:28Z 92.3K followers, [----] engagements

"$HG_F Copper welcome to the commodity breakout party"
X Link 2026-01-29T03:36Z 92.3K followers, [----] engagements

"Reminder $SNDK is not in any major ETFs (i.e. $QQQ $SMH $SOXX) cc @EricBalchunas for when it gets included in ETFs"
X Link 2026-01-29T21:16Z 92.3K followers, [----] engagements

"CF's Stock Market Recap - $SMH vs $IGV ratio gets more stretched - reviewing $GLD $SLV $HG_F & more https://x.com/i/broadcasts/1djxXWNElrPJZ https://x.com/i/broadcasts/1djxXWNElrPJZ"
X Link 2026-01-29T22:01Z 92.3K followers, [----] engagements

"$SMH Semis vs $IGV Software"
X Link 2026-01-29T22:29Z 92.3K followers, [----] engagements

"$WMT nice turn +"
X Link 2026-01-31T18:17Z 92.3K followers, [----] engagements

"Another big week of earnings ahead and just like last week I expect there to be decent single stock volatility as I reviewed in last week's member videos #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX https://t.co/Wy9Kza8w01 #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG"
X Link 2026-02-01T21:53Z 92.3K followers, 49.7K engagements

"Stock Volatility Overshadowed By Commodities FX: Options Watch (Bloomberg) -- Equities have been far less volatile than almost everything else so far this year with bigger swings racing through the markets for precious metals currencies and commodities. In the first month of [----] despite all the jitters about an AI-stock bubble the real ups and downs were elsewhere. Gold surged to a record then on Friday tumbled the most since the 1980s. The US dollar veered into its deepest slide since Aprils tariff-induced market meltdown on speculation about an intervention to boost the yen while Donald"
X Link 2026-02-01T22:05Z 92.3K followers, [----] engagements

"$ORCL *ORACLE SAYS EXPECTS TO RAISE $45B TO $50B GROSS CASH IN 2026"
X Link 2026-02-01T23:09Z 92.3K followers, 14.1K engagements

"Gold $GLD Volatility - $GVX"
X Link 2026-02-01T23:25Z 92.3K followers, [----] engagements

"$ORCL Oracle to Raise Up to $50 Billion This Year for Cloud Investment (Bloomberg) -- Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales. Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers including AMD Meta NVIDIA OpenAI TikTok xAI and others the company said in a statement. The company plans to raise half of the funds via equity-linked and common equity issuances"
X Link 2026-02-01T23:27Z 92.4K followers, [----] engagements

"$GC_F Gold futures trying to stabilize & bounce on the 1hr VPOC takeout cc $GLD"
X Link 2026-02-02T00:37Z 92.3K followers, [----] engagements

"$CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24%"
X Link 2026-02-02T01:16Z 92.3K followers, 15K engagements

"Rare Earths Stocks Rise as Trump to Launch Minerals Stockpile (Bloomberg) -- US rare-earths stocks are rising in premarket trading Monday as President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money to lower reliance on China. NOTE: Trump Launches $12 Billion Minerals Stockpile to Counter China Among gainers: $USAR USA Rare Earth +6.7% $UAMY United States Antimony +5.3% $CRML Critical Metals +8.4% $MO MP Materials +4.6% $METC Ramaco Resources +3.7% $NB NioCorp +4.6% $TMQ Trilogy Metals +0.8%"
X Link 2026-02-02T12:58Z 92.3K followers, [----] engagements

"$WMT nice follow thru to the breakout $WMT nice turn + https://t.co/2j1vJmKLN4 $WMT nice turn + https://t.co/2j1vJmKLN4"
X Link 2026-02-02T16:57Z 92.3K followers, [----] engagements

"$IYZ Telecom ETF ☎ Breaking out after strong earnings from $T $VZ note there is also some optical exposure in this ETF too $LITE $CIEN"
X Link 2026-02-02T19:02Z 92.3K followers, [----] engagements

"*US TREASURY SEES END-MARCH CASH BALANCE AT $850B *US TREASURY TRIMS 1Q BORROWING EST. TO $574B FROM $578B *US SEES 2Q NET BORROWING OF $109B END-JUNE CASH BALANCE $900"
X Link 2026-02-02T20:02Z 92.3K followers, [----] engagements

"Are the $HOOD'ers out of Margin buying power"
X Link 2026-02-02T20:19Z 92.3K followers, [----] engagements

"$IYT Transports testing Jan highs"
X Link 2026-02-02T20:37Z 92.3K followers, [----] engagements

"$PLTR Palantir 4Q Revenue Beats Estimates (Bloomberg) -- Palantir reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS 🔹Revenue $1.41 billion estimate $1.33 billion (Bloomberg Consensus) 🔹EPS 24c 🔹Cash and cash equivalents $1.42 billion estimate $2.85 billion 🔹Adjusted EPS 25c estimate 23c 🔹Adjusted Ebitda $805.5 million estimate $706.8 million 🔹Adjusted operating margin 57% estimate 52.1%NOTE https://twitter.com/i/web/status/2018431042114269394 https://twitter.com/i/web/status/2018431042114269394"
X Link 2026-02-02T21:07Z 92.3K followers, [----] engagements

"$VTV vs $VUG $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt $VTV Value Breaking out to new ATHs https://t.co/AlbaMttzpt"
X Link 2026-02-02T21:26Z 92.3K followers, [----] engagements

"$TER Teradyne 1Q Revenue Forecast Beats Estimates"
X Link 2026-02-02T21:36Z 92.3K followers, [----] engagements

"$MCK reports Wed price coming out of congestion"
X Link 2026-02-03T02:22Z 92.3K followers, 12K engagements

"$VIK new ATH highs"
X Link 2026-02-03T02:43Z 92.3K followers, [----] engagements

"*HANG SENG TECH INDEX SINKS EXTENDING DROP FROM OCT HIGH TO 20% nope not ready yet $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg $KWEB China Internets similarly not ready yet 👀's on $36.84 https://t.co/1rDS73GZTg"
X Link 2026-02-03T02:56Z 92.3K followers, [----] engagements

"Kospi +6.8% last night Samsung +11% SK Hynix +9% cc $EWY"
X Link 2026-02-03T12:54Z 92.4K followers, [----] engagements

"$SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio"
X Link 2026-02-03T13:43Z 92.3K followers, 10.2K engagements

"Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are not doing that well this year but the group they belong to are. $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1% weight) here are the best performers in the ETF ytd note $SMH is in the TTG Global Trend Portfolio https://t.co/gOZg0A5vh5 $SMH Semis are +13.7% ytd $TER +20% premkt and is in the ETF (1%"
X Link 2026-02-03T13:51Z 92.3K followers, [----] engagements

"The TTG Global Trend Portfolio is off to a good start in '26 +6.8% and I look to continue w/ being in the right areas of the market you can learn about it more here: https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock picking has gotten imo more difficult and it is easier to play themes / Intl moves and there are plenty of ETF choices out there to exploit moves many of the most popular names i.e. $NVDA are https://ttgtrading.substack.com Why I switched the TTG Global Trend Portfolio to mainly an ETF portfolio in '26: stock"
X Link 2026-02-03T13:57Z 92.3K followers, [----] engagements

"$AAPL next VPOC up"
X Link 2026-02-03T14:55Z 92.3K followers, [----] engagements

"*US PLANS TO ISSUE LICENSE FOR COMPANIES TO PUMP VENEZUELAN OIL $XLE $OIH"
X Link 2026-02-03T15:13Z 92.4K followers, [----] engagements

"$FORM nice jump above 5d and 20d MA"
X Link 2026-02-03T16:00Z 92.3K followers, [----] engagements

"TTG Watchlist 🔥"
X Link 2026-02-03T16:04Z 92.3K followers, [----] engagements

"$NVO *NOVO NORDISK ADRS HALTED FOR NEWS PENDING"
X Link 2026-02-03T16:36Z 92.3K followers, [----] engagements

"It's February and the Groundhog saw his shadow. and also saw Value outperforming Growth again in February $VTV vs $VUG"
X Link 2026-02-03T17:11Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Watching to see if the bottom of the range $SPY $QQQ gets bought again or fails / Value $VTV $VUG https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-ea5r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-03T18:10Z 92.3K followers, [----] engagements

"$VIX [--] now we got a party"
X Link 2026-02-03T19:09Z 92.3K followers, [----] engagements

"$WMT not saying it plays out exactly like last year but just b/c Value stocks are acting well right now. when there is real volatility they usually all get hit the point is do not get complacent in any stock"
X Link 2026-02-03T19:37Z 92.3K followers, [----] engagements

"$LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close"
X Link 2026-02-03T20:15Z 92.3K followers, [----] engagements

"$IWM green to red to green"
X Link 2026-02-03T20:55Z 92.3K followers, [----] engagements

"*TEXAS INSTRUMENTS IN TALKS TO BUY SILICON LABORATORIES: FT $TXN $SLAB"
X Link 2026-02-03T21:03Z 92.3K followers, [----] engagements

"$LITE +12% and nice sympathy move for $COHR +6% $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1 $LITE implied move is 16%. going to be an important report for the Optical group note $COHR reports tomorrow post close https://t.co/Cx1u4zGRI1"
X Link 2026-02-03T21:09Z 92.3K followers, [----] engagements

"$CMG no burritos for you just VPOCs"
X Link 2026-02-03T21:13Z 92.3K followers, [----] engagements

"$SMH don't really like how this looks (in short-term) remember $IWM had a candle like this a couple weeks back plus #bearigh engulfing today"
X Link 2026-02-03T21:25Z 92.3K followers, [----] engagements

"CF's Stock Market Recap 🔹Once again some big winners and losers in the market let's break it down 🔹Feb's are not easy what to watch 🔹 Are you buying support or trying for breakouts It's a huge difference. https://x.com/i/broadcasts/1LyxBXglOOYGN https://x.com/i/broadcasts/1LyxBXglOOYGN"
X Link 2026-02-03T22:12Z 92.3K followers, [----] engagements

"Equal Weighted US Sectors via @finviz_com Observations [--]. $RSPC Communications - break lower [--]. $RSPS Staples - momentum break higher [--]. $RSPH Energy - strong move + [--]. $RSPN Indus & $RSPM Materials both strong + [--]. $RSPU Utilities on watch for break + [--]. $RSPF Fins $RSPH HC stall & break - [--]. $RSPT Tech - Sideways https://twitter.com/i/web/status/2018819415752528349 https://twitter.com/i/web/status/2018819415752528349"
X Link 2026-02-03T22:50Z 92.3K followers, [----] engagements

"$NXT pulling back to prev high"
X Link 2026-02-03T23:09Z 92.3K followers, [----] engagements

"$CVX back to highs after yday's inside day $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI $CVX has broken out of a 4yr range note $CVX is 18% of the $XLE ETF $XOM is 24% https://t.co/aKOnZAUoJI"
X Link 2026-02-04T01:37Z 92.3K followers, [----] engagements

"$XLB Materials note heavy $DOW calls on open"
X Link 2026-02-04T14:40Z 92.3K followers, [----] engagements

"$CAT $DE this is a market for 🦌's & 🐈's"
X Link 2026-02-04T14:43Z 92.3K followers, 19.4K engagements

"Once again breadth is quite normal +51% NYSE UpVolume Solar $TAN Builders $ITB Materials $XLP Banks $KBE Energy $XLE leads"
X Link 2026-02-04T15:10Z 92.3K followers, [----] engagements

"Note the $VIX [----] does not capture single stock volatility which seems extreme right now"
X Link 2026-02-04T15:46Z 92.3K followers, [----] engagements

"$SPLV / $SPHB Low Volatility vs High Beta starting to turn here +"
X Link 2026-02-04T17:12Z 92.4K followers, [----] engagements

"$ARM is down a leg"
X Link 2026-02-04T21:06Z 92.3K followers, [----] engagements

"*CHALLENGER JAN. US JOB CUTS 108K MOST TO START YEAR SINCE [----] *US CHALLENGER JAN. JOB CUTS RISE 117.8% Y/Y"
X Link 2026-02-05T12:34Z 92.3K followers, [----] engagements

"$HIMS Hims & Hers Launches Wegovy Pill Copy Starting at $49: Reuters cc $NVO $LLY"
X Link 2026-02-05T13:51Z 92.3K followers, [----] engagements

"$FORM great form $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi $FORM nice jump above 5d and 20d MA https://t.co/ijLWoDdHIi"
X Link 2026-02-05T14:48Z 92.3K followers, [----] engagements

"$MCK safe to say out of congestion $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289 $MCK reports Wed price coming out of congestion https://t.co/DJl31oC289"
X Link 2026-02-05T15:10Z 92.3K followers, [----] engagements

"$IAK low volatility Insurance Co's breaking out top weights $CB $PGR $TRV $AFL $ALL $HIG"
X Link 2026-02-05T15:20Z 92.3K followers, [----] engagements

"$VIX [--] let's see if we get the hockey stick pattern today "
X Link 2026-02-05T15:35Z 92.3K followers, [----] engagements

"$DOCN the definition of #RelativeStrength in the Software space"
X Link 2026-02-05T15:44Z 92.3K followers, 12.2K engagements

"Reminder despite today's selloff. there's a 70% chance the $SPX is a higher in a year why b/c the market goes up over time (there's is always a 70% chance) #deeptakes"
X Link 2026-02-05T16:16Z 92.3K followers, [----] engagements

"'Anthropic Updates AI Model to Field Complex Financial Research'- Bloomberg $TRI $FDS -"
X Link 2026-02-05T17:52Z 92.3K followers, 11.5K engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Weakest Breadth day of [--] / Bright spot is $SMH Semis trying to hold in there https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-45ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-05T18:10Z 92.3K followers, [----] engagements

"NYSE +27% UpVolume the worst of '26 cc @WalterDeemer"
X Link 2026-02-05T18:24Z 92.3K followers, [----] engagements

"*ISHARES SOFTWARE ETF FALLS 5% DOWN FOR 8TH STRAIGHT DAY $IGV crazy eight's"
X Link 2026-02-05T21:02Z 92.3K followers, [----] engagements

"$AMZN *AMAZON SEES 1Q NET SALES $173.5B TO $178.5B EST. $175.54B"
X Link 2026-02-05T21:03Z 92.3K followers, [----] engagements

"$BE Bloom Energy [----] Revenue Forecast Beats Estimates"
X Link 2026-02-05T21:22Z 92.3K followers, [----] engagements

"As you expect on a day when treasuries really rallied $IEI +0.4% $TLT +1.1%. HY Credit Spreads widened a bit today $IEI / $HYG nothing to worry about currently but something to start to keep an eye on"
X Link 2026-02-05T21:43Z 92.3K followers, [----] engagements

"$FORM had great earnings & I started a position today"
X Link 2026-02-06T02:05Z 92.3K followers, [----] engagements

"Are you focusing on stuff that's going down or what's holding its own & exhibiting relative strength in a tough market"
X Link 2026-02-06T02:06Z 92.3K followers, [----] engagements

"$TPR made a new high today on strong earnings / i guess handbags and murse's are still in"
X Link 2026-02-06T02:09Z 92.3K followers, [----] engagements

"$LITE was up 8% today making a new ATH and you were focused on fake coins"
X Link 2026-02-06T02:15Z 92.3K followers, [----] engagements

"Momentum Trade Suffers Historic Drawdown Amid Rotation to Value (Bloomberg) 🔹The momentum trade suffered the second-steepest drop since the aftermath of the [----] pandemic with the decline captured in a Goldman Sachs Group Inc. high-beta momentum basket. 🔹The momentum meltdown was part of a broader market rout that has left main US equity averages lower for the year with the proximate cause being tumult in the software sector. 🔹There were winners amid the selling with sustained gains in clothing retailers travel companies and makers of household goods and downtrodden stocks that profile as"
X Link 2026-02-06T13:01Z 92.3K followers, [----] engagements

"$STUB $LYV California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3 California Introduces Bill to Cap Resale Ticket Prices https://t.co/BX2Z4uQzk3"
X Link 2026-02-06T13:30Z 92.3K followers, [----] engagements

"Breadth +82% NYSE UpVolume to start 🔥"
X Link 2026-02-06T14:40Z 92.3K followers, [----] engagements

"$FORM good form on this one $FORM had great earnings & I started a position today https://t.co/D2gEhblid3 $FORM had great earnings & I started a position today https://t.co/D2gEhblid3"
X Link 2026-02-06T14:48Z 92.3K followers, [----] engagements

"$DOW saw a large amount of calls two days ago when stock was ripping better entry today imo after stock was -5% yday"
X Link 2026-02-06T14:59Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Big snapback rally today after a little fear crept into market lets review https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-9f8r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T18:05Z 92.3K followers, [----] engagements

"$DOCN $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"
X Link 2026-02-06T19:19Z 92.3K followers, [----] engagements

"🚨*DOW JONES INDUSTRIAL AVERAGE CROSSES [-----] FOR FIRST TIME 🚨 $DIA $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n $DIA #DJIA on breakout watch (I have a position) https://t.co/BiwIClWK4n"
X Link 2026-02-06T19:25Z 92.3K followers, [----] engagements

"Here are your US Index leaders all closing at an ATH $RSP Equally Weighted SPX $DIA DJIA $MDY Mid Caps $IJR Small Caps"
X Link 2026-02-06T21:12Z 92.3K followers, [----] engagements

"$KBE $KRE closing ATHs +13.8% ytd i dont know many of these co's so I just bought $KBE in the TTG Global Trend Portfolio"
X Link 2026-02-06T21:24Z 92.3K followers, [----] engagements

"My chart of the week: The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"
X Link 2026-02-07T13:55Z 92.3K followers, [----] engagements

"Thank you Shari Have a great weekend If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇 If you're not listening to Christian's stock market recaps you're missing out. Thanks CF for sharing with us. There are still a lot of stocks working in this market. 👍👇"
X Link 2026-02-07T14:07Z 92.3K followers, [----] engagements

"Where are the new $SPX 52wk highs coming from Mostly Industrials Financials and then a bunch of other areas If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK"
X Link 2026-02-07T15:57Z 92.3K followers, [----] engagements

"note inflows can be misconstrued often inflows are used to create to lend - so that shorts have enough supply (you need to get a locate when shorting) if there are no shares available to short dealers will create more shares which can be seen as an inflow Investors are rushing into US software stocks: The Tech-Software ETF $IGV posted a combined +$1.5 billion 2-day inflow on Wednesday and Thursday the 2nd-highest on record. This is second only to the +$1.7 billion seen in [----]. As a result $IGV trading volume spiked to a https://t.co/2WbcYhMn8I Investors are rushing into US software stocks:"
X Link 2026-02-07T18:22Z 92.3K followers, [----] engagements

"I think their underperformance mainly stems from risk management & technical analysis Using a simple moving average can help mitigate losses / conversely believing that you are always right and exercising stubbornness can add to losses Let's review a couple recent examples"
X Link 2026-02-07T19:06Z 92.3K followers, [----] engagements

"$TEM even if a long-term trader / investor something as simple as using a stop at a 200d MA can mitigate drawdowns buying below a 200d when the position should have been removed from the portfolio. @ARKInvest"
X Link 2026-02-07T19:12Z 92.3K followers, [----] engagements

"@ARKInvest $COIN another example of cutting position at 200d MA avoid all the mess below . notice they are now selling some of position now"
X Link 2026-02-07T19:29Z 92.3K followers, [---] engagements

"these are just a few examples of why the funds always underperforms. reminder indices (i.e. $SPX $NDX )rebalance qly and they typical take out undeforming companies and add stronger companies. imo if you are adding to the worst positions in your portfolio (positions breaking lower) you will also underperform https://twitter.com/i/web/status/2020219109338690022 https://twitter.com/i/web/status/2020219109338690022"
X Link 2026-02-07T19:32Z 92.3K followers, [----] engagements

"Momentum Crash Clears the Way for a Healthier Equity Market (Bloomberg) I agree"
X Link 2026-02-07T23:07Z 92.3K followers, 33.4K engagements

"This was the best half time show imo👇 What was your favorite https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9 https://youtu.be/-WYYlRArn3gsi=2C_Muag-vCSUuOP9"
X Link 2026-02-09T03:45Z 92.3K followers, 11.6K engagements

"$GOOGL *GOOGLE-PARENT ALPHABET KICKS OFF SEVEN-PART US DOLLAR BOND SALE *MANDATE: ALPHABET BMARK 3Y LONG 6Y LONG 15Y 32Y 100Y"
X Link 2026-02-09T12:47Z 92.3K followers, [----] engagements

"*TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT $5.8B $RIG $VAL"
X Link 2026-02-09T12:51Z 92.4K followers, 17.5K engagements

"$GOOGL *ALPHABET SEEKING TO RAISE ABOUT $15 BILLION FROM US BOND SALE"
X Link 2026-02-09T13:20Z 92.3K followers, [----] engagements

"$VUG +0.5 / $VTV -0.3% Growth running today"
X Link 2026-02-09T15:10Z 92.3K followers, [----] engagements

"$EWY S. Korea trying to break recent highs"
X Link 2026-02-09T15:22Z 92.4K followers, [----] engagements

"$TER a leader in tech / semis"
X Link 2026-02-09T15:33Z 92.3K followers, [----] engagements

"good $FORM (i remain long)"
X Link 2026-02-09T15:35Z 92.3K followers, [----] engagements

"$LPTH another optical related co making a nice turn today + note LightPath Tech reports on Wed h/t @sp3cul8r"
X Link 2026-02-09T15:57Z 92.3K followers, [----] engagements

"$DOCN hit the VPOC target ✅ $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq $DOCN the definition of #RelativeStrength in the Software space https://t.co/IU4kzu70Cq"
X Link 2026-02-09T16:20Z 92.3K followers, [----] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Growth running with the ball today 🏈 https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-13dr=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-09T17:54Z 92.3K followers, [----] engagements

"$TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On"
X Link 2026-02-10T11:46Z 92.3K followers, [----] engagements

"$RACE Ferrari Shares Jump the Most in Six Years as [----] Guidance Beats (Bloomberg)"
X Link 2026-02-10T12:38Z 92.3K followers, [----] engagements

"US Jan. Small Business Optimism Falls to 99.3; Est. [----] By Chris Middleton (Bloomberg) -- Forecast range [--] - [-----] from [--] economists 🔹Net percentage of firms expecting a better economy falls to 21% 🔹Net percentage of firms reporting higher selling prices falls to 26% 🔹15% of employers think it is a good time to expand 🔹959 employers surveyed for the NFIB report"
X Link 2026-02-10T13:18Z 92.3K followers, [----] engagements

"$EWY bull flag developing for the South Korean ETF"
X Link 2026-02-10T13:25Z 92.3K followers, [----] engagements

"$EFA Intl Developed Mkts (Europe & Japan) new highs"
X Link 2026-02-10T13:27Z 92.3K followers, [----] engagements

"*US DEC. RETAIL SALES UNCHANGED M/M; EST. +0.4% *US 4Q EMPLOYMENT COST INDEX RISES 0.7% Q/Q; EST. +0.8%"
X Link 2026-02-10T13:31Z 92.3K followers, [----] engagements

"$GC_F Gold watching [------] in Gold futures (or $GLD $470) for resuming the breakout"
X Link 2026-02-10T13:46Z 92.4K followers, [----] engagements

"$DUK *DUKE SIGNS DATA CENTER POWER AGREEMENTS WITH MICROSOFT $MSFT COMPASS"
X Link 2026-02-10T13:48Z 92.3K followers, [----] engagements

"$CSCO Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG Cisco unveils new AI networking chip taking on Broadcomand Nvidia https://t.co/E4iTUJpKIG https://t.co/E4iTUJpKIG"
X Link 2026-02-10T13:52Z 92.3K followers, [----] engagements

"$DD DuPont Shares Gain After Strong Quarterly Results (Bloomberg) -- DuPont de Nemours shares rise 2.5% in premarket trading after the chemicals company reported fourth-quarter adjusted earnings per share that beat the average analyst estimate as healthcare and water technologies segment sales grew. https://twitter.com/i/web/status/2021223273854374269 https://twitter.com/i/web/status/2021223273854374269"
X Link 2026-02-10T14:02Z 92.3K followers, [----] engagements

"Remember Microsoft Meta Alphabet and Amazon are expected to spend more than $600 billion this year on capital expenditures I want to own things they are deploying this $ into vs owning the ones bloating their balance sheet we are doing this in the TTG Global Trend Portfolio The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll The Great Rotation out of Mag [--] $RSP / $NYFANG https://t.co/olOXOtV6Ll"
X Link 2026-02-10T14:17Z 92.3K followers, [----] engagements

"$XHB Homebuilding breaking higher as rates - ( $TLT +0.9%)"
X Link 2026-02-10T14:42Z 92.3K followers, [----] engagements

"$BA *BOEING DELIVERED [--] JETS IN JANUARY MOST FOR MONTH SINCE [----] *BOEING'S [--] JET DELIVERIES FOR MONTH OUTPACE AIRBUS' 19"
X Link 2026-02-10T16:01Z 92.3K followers, [----] engagements

"@JSpitTrades $TER $WWD $MCK $KMT"
X Link 2026-02-10T16:24Z 92.3K followers, [----] engagements

"$SPY 👀 more in my midday note https://ttgtrading.substack.com https://ttgtrading.substack.com"
X Link 2026-02-10T17:35Z 92.3K followers, 10.7K engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio TTG Global Trend Portfolio continues to outperform (by being in other areas outside of MegaCap Tech) see what's inside: https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-57br=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T18:15Z 92.3K followers, [----] engagements

"$RIVN let's see if can clear back above its '26 Value Area $15.57 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting *Prototype vehicles shown. Final https://t.co/YB59GLEXG8 The wait is almost over. The first R2 variant featuring dual motors and all-wheel drive launches this spring. Well be sharing full detailspricing options and moreon March [--]. Thats just [--] weeks and [--] days from today. But whos counting"
X Link 2026-02-10T20:14Z 92.3K followers, [----] engagements

"$LSCC Lattice Semi 1Q Revenue Forecast Beats Estimates"
X Link 2026-02-10T21:01Z 92.3K followers, [----] engagements

"$HOOD Revenue from crypto trading fell 38% $HOOD & $IBIT"
X Link 2026-02-10T21:21Z 92.3K followers, 21.8K engagements

"$NET Cloudflare 1Q Revenue Forecast Beats Estimates (Bloomberg)"
X Link 2026-02-10T21:23Z 92.3K followers, [----] engagements

"cc @sp3cul8r $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p"
X Link 2026-02-11T01:40Z 92.3K followers, [----] engagements

"I look to capitalize on trends & relative strength & try to point members that way. I have two accounts I trade w/ my trading account which is entered in the USIC & the TTG Global Trend Portfolio . We try to cover all corners of the market w/ an option flow specialist & a fundamental idea trader @cfromhertz can you tell me about what your service is thank you @cfromhertz can you tell me about what your service is thank you"
X Link 2026-02-11T01:49Z 92.3K followers, [----] engagements

"$UAE +14% ytd & breaking out"
X Link 2026-02-11T02:46Z 92.3K followers, [----] engagements

"Wolfe Research Auto Auto Tech Semis Conf today $MU at 8:50am"
X Link 2026-02-11T13:14Z 92.3K followers, [----] engagements

"Initial Reactions Dollar $UUP + Bonds $TLT - Gold $GLD - Small Caps $IWM + $VIX -"
X Link 2026-02-11T13:33Z 92.3K followers, [----] engagements

"*US JAN. NONFARM PAYROLLS RISE [------] M/M; EST. +65K *US JAN. UNEMPLOYMENT RATE 4.3%; EST. 4.4% *US JAN. TWO-MONTH PAYROLL NET REVISION SUBTRACTS [-----] #Jobs"
X Link 2026-02-11T13:34Z 92.3K followers, [----] engagements

"$MU *MICRON SHARES EXTEND GAIN TO 6% AS MGMT PRESENTS AT CONFERENCE Morgan Stanley Maintains Overweight on Micron Technology Raises Price Target to $450 Wolfe Research Auto Auto Tech Semis Conf today $MU at 8:50am https://t.co/0bBWeUABzM Wolfe Research Auto Auto Tech Semis Conf today $MU at 8:50am https://t.co/0bBWeUABzM"
X Link 2026-02-11T14:11Z 92.3K followers, [----] engagements

"*Applied Materials Announces Samsung Electronics Will Join New Multibillion-Dollar EPIC Center in Silicon Valley $AMAT $EWY"
X Link 2026-02-11T14:27Z 92.3K followers, [----] engagements

"$EWY S. Korea ETF weights Samsung is 27% SK hynix 20%"
X Link 2026-02-11T14:28Z 92.4K followers, [----] engagements

"$QQQ nice reversal off 5m VPOC take out now watch bottom of value"
X Link 2026-02-11T16:28Z 92.3K followers, [----] engagements

"@daniel_marvisua thank you - was perfect"
X Link 2026-02-11T16:42Z 92.3K followers, [--] engagements

"The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Gap & Fade but Semis Energy Metals etc remain strong https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-66ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-66ar=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T18:05Z 92.3K followers, [----] engagements

"$QQQ 🔹a big battle w/ the bottom of the Feb Value Area continue to watch $617.65 🔹i dont care for Mega Cap Tech or FANG but remain long other areas in Tech in the TTG Global Trend Portfolio"
X Link 2026-02-11T18:09Z 92.3K followers, [----] engagements

"$IGV Software this should not be a surprise to anyone who follows trends that after a bounce $IGV is headed back down as price is resolving in direction of trend"
X Link 2026-02-11T18:11Z 92.3K followers, [----] engagements

"looking for themes changes charts want to see how many names going up / down we do the work for you everyday sign up here for the TTG Midday Market Pulse note: https://ttgtrading.substack.com The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Gap & Fade but Semis Energy Metals etc remain strong https://t.co/omL0fb4Ww4 https://t.co/ty1HEkFKxN https://ttgtrading.substack.com The TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Gap & Fade but Semis Energy Metals etc remain strong https://t.co/omL0fb4Ww4 https://t.co/ty1HEkFKxN"
X Link 2026-02-11T20:10Z 92.3K followers, [----] engagements

"$MCD McDonald's 4Q Comparable Sales Beat Estimates: Snapshot"
X Link 2026-02-11T21:02Z 92.3K followers, [----] engagements

"$CSCO *CISCO SEES FY ADJ EPS $4.13 TO $4.17 SAW $4.08 TO $4.14"
X Link 2026-02-11T21:06Z 92.3K followers, [----] engagements

"@RealSimpleAriel 👉"
X Link 2026-02-11T22:17Z 92.3K followers, [----] engagements

"Stocks in OpenAIs Orbit Get Second Look as Traders Eye Rebound (Bloomberg) 🔹Wall Street isn't ready to throw in the towel on OpenAI with some investors expecting the company to come out with a new model that recaptures the zeitgeist. 🔹A basket of companies connected to OpenAI has tumbled while a basket of Alphabet-tied stocks is up but there's growing optimism among investing pros that OpenAI's also-ran status is temporary. 🔹OpenAI's next funding round will give a sense of how comfortable investors are about funding the company's money-losing operations with the company looking to raise up"
X Link 2026-02-12T12:49Z 92.3K followers, [----] engagements

"Here was my video last night and discussion on $MU $SNDK (I am long $SNDK) https://www.youtube.com/live/pRhy6lPkLkIsi=MwhAP0WCOoiOJu5_&t=1166 https://www.youtube.com/live/pRhy6lPkLkIsi=MwhAP0WCOoiOJu5_&t=1166"
X Link 2026-02-12T13:06Z 92.3K followers, [----] engagements

"*RUSSIA MEMO SEES RETURN TO DOLLAR SYSTEM IN PITCH TO TRUMP *RUSSIA MEMO SEES JOINT PLANS IN ENERGY MINERALS FOSSIL FUELS"
X Link 2026-02-12T14:14Z 92.3K followers, [----] engagements

"$SEA Shipping & Cargo breaking higher"
X Link 2026-02-12T14:26Z 92.3K followers, [----] engagements

"$SNDK took some profits as #bullish 80% rule about to complete on this week's Value Area congrats if took the setup $SNDK 👀 https://t.co/8sd5WgG0Kr $SNDK 👀 https://t.co/8sd5WgG0Kr"
X Link 2026-02-12T14:40Z 92.3K followers, [----] engagements

"once again it feels like those CTAs are selling hard into strength . Today's price action feels like there is decent selling out there and may have been triggered from CTA models as several broker notes highlighted earlier this week https://t.co/Rsfm3xdCtD Today's price action feels like there is decent selling out there and may have been triggered from CTA models as several broker notes highlighted earlier this week https://t.co/Rsfm3xdCtD"
X Link 2026-02-12T14:59Z 92.3K followers, 22.1K engagements

"$TLT anyone notice the rally in Bonds"
X Link 2026-02-12T15:13Z 92.3K followers, [----] engagements

"checking in on what the Market likes. massive breakouts $DVY Dividend ETF $VTV Large Cap Value ETF $COWZ Cash Cows ETF $SPLV Low Volatility Eq $DVY Dividend ETF $VTV Large Cap Value ETF $COWZ Cash Cows ETF $XLP Cons Staples this where there are rotations into. a big move out of riskier assets and into safer / cash rich co's https://t.co/SOmU0jSzlV $DVY Dividend ETF $VTV Large Cap Value ETF $COWZ Cash Cows ETF $XLP Cons Staples this where there are rotations into. a big move out of riskier assets and into safer / cash rich co's https://t.co/SOmU0jSzlV"
X Link 2026-02-12T15:36Z 92.3K followers, [----] engagements

"$QQQ failed at bottom of Feb Value Area and headed back lower"
X Link 2026-02-12T15:45Z 92.3K followers, [----] engagements

"TICKs almost -1k these CTAs are selling hard once again it feels like those CTAs are selling hard into strength . once again it feels like those CTAs are selling hard into strength "
X Link 2026-02-12T16:13Z 92.3K followers, 11.2K engagements

"*US 30Y BONDS DRAW 4.750% VS 4.771% PRE-SALE WHEN-ISSUED YIELD $TLT +"
X Link 2026-02-12T18:21Z 92.3K followers, [----] engagements

"TTG Market Pulse #Trading Note with TTG Global Trend Portfolio Heavy CTA selling continues $QQQs get rejected / Bonds $TLT ripping higher https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-f66r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ttgtrading/p/ttg-midday-market-pulse-todays-key-f66r=eqzlv&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T18:23Z 92.3K followers, [----] engagements

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