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@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.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #2652 finance #3703 technology brands XXXX% cryptocurrencies #2148 countries XXXX% automotive brands XXXX% exchanges #673 celebrities XXXX% musicians XXXX% travel destinations XXXX%

Social topic influence bloomberg #70, stocks #660, $ionq #104, china #1877, $iwm #9, $be #4, $gev #10, $hood #73, $rgti #123, $nvda #229

Top accounts mentioned or mentioned by @marketwebs @martychargin @grok @sssvenky @harshitbhola22 @ketsemanian @tripledtrader @moneymitch_ttp @breezefor1407 @f1 @ewhispers @webbegole @viprosetr @jimdbenson @chasingpaperbro @jonahlupton @1traderz @domenicola85491 @sp3cul8r @spinner213

Top assets mentioned IonQ, Inc. (IONQ) Bloom Energy Corporation (BE) GE Vernova Inc. (GEV) Robinhood Markets, Inc. (HOOD) Rigetti Computing, Inc. Common Stock (RGTI) NVIDIA Corp. (NVDA) Rocket Lab USA, Inc. Common Stock (RKLB) MP Materials Corp. (MP) Western Digital Corp (WDC) Applovin Corporation (APP) Eos Energy Enterprises, Inc. (EOSE) Alphabet Inc Class A (GOOGL) USA Rare Earth, Inc. Class A Common Stock (USAR) Qtum (QTUM) D-Wave Quantum Inc. (QBTS) Tesla, Inc. (TSLA) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) IREN Limited (IREN) Astera Labs, Inc. Common Stock (ALAB) Kratos Defense & Security Solutions, Inc. (KTOS) Palantir (PLTR) iShares BTC Trust (IBIT) SPDR S&P XXX ETF Trust (SPY) Arcana Network (XAR) AeroVironment, Inc. (AVAV) Microsoft Corp. (MSFT) Tempus AI, Inc. Class A Common Stock (TEM) IBM (IBM) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) Carlyle Group, Inc. (CG) Apollo Global Management, Inc. (APO) Cisco Systems Inc (CSCO) Bitcoin (BTC) Howmet Aerospace Inc (HWM) Wells Fargo & Co (WFC) CatCoin (CAT) Lumentum Holdings Inc. Common Stock (LITE) Klarna Group (KLAR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Micron Technology, Inc. (MU) Stacks (STX) CoreWeave, Inc. (CRWV) Quantum Computing Inc. Common (QUBT) Applied Blockchain, Inc. Common Stock (APLD) Caesars Entertainment, Inc. (CZR) Ciena Corporation (CIEN) Archer Aviation Inc. (ACHR) Vertiv Holdings Co (VRT) DeepBrain Chain (DBC) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Cognex, Corp. (CGNX) Fair Isaac, Corp. (FICO) Floor & Decor Holdings, Inc. (FND) Rivian Automotive, Inc. (RIVN) Netflix Inc (NFLX) Spotify Technology (SPOT) Lithium Americas Corp. Common Shares (LAC) Block, Inc. (XYZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"$FICO Experian and Peers Tumble on FICOs Direct Approach: Street Wrap The moves follow Fair Isaac unveiling a major shift in how FICO scores are delivered to the mortgage industry giving lenders the option to calculate and distribute FICO scores directly to customers"
X Link @cfromhertz 2025-10-02T11:38Z 91K followers, 4850 engagements

"$APP *APPLOVIN HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES"
X Link @cfromhertz 2025-10-06T19:43Z 91.1K followers, 13.6K engagements

"$FND only new position today play on housing & rotation"
X Link @cfromhertz 2025-08-14T02:24Z 91K followers, 5989 engagements

"$IREN was on list of stocks getting hit the most post mkt now it's on the biggest gainers list. talk about volatile"
X Link @cfromhertz 2025-10-10T22:27Z 91.1K followers, 7051 engagements

"$KKR $BX $CG $APO continuation in Private Eq Co's +"
X Link @cfromhertz 2025-09-23T14:14Z 91K followers, 5806 engagements

"*US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK cc $NTGR $CSCO"
X Link @cfromhertz 2025-10-09T16:29Z 91.1K followers, 13.7K engagements

"$ALAB got the turn lets see if it holds if it does hold will trigger #bullish XX% rule"
X Link @cfromhertz 2025-10-02T14:24Z 91K followers, 6308 engagements

"$RIVN *RIVIAN 3Q DELIVERIES 13201 VEHICLES EST. 12955 *RIVIAN NOW SEES FY DELIVERIES 41500 TO 43500 EST. 42730"
X Link @cfromhertz 2025-10-02T12:32Z 91K followers, 4036 engagements

"$BTC #Bitcoin price holding bottom of Oct Value Area support and at the bottom recent range"
X Link @cfromhertz 2025-10-12T14:42Z 91.1K followers, 4194 engagements

"$IREN *IREN REPORTS CONV NOTES OFFERING"
X Link @cfromhertz 2025-10-07T20:05Z 91K followers, 25.4K engagements

"$SPOT *SPOTIFY TO START PUTTING VIDEO PODCASTS ON NETFLIX NEXT YEAR $NFLX"
X Link @cfromhertz 2025-10-14T18:01Z 91.1K followers, 4488 engagements

"'Trump Explores Bailout Of At Least $XX Billion For U.S. Farmers; Farmers Are Harvesting One Of The Largest Crops In History While China Holds Off On Purchasing U.S. Soybeans' - WSJ Exclusive"
X Link @cfromhertz 2025-10-02T19:28Z 91.1K followers, 4115 engagements

"CF's Stock Market Recap Themes: - Small $IWM & Micros $IWC Breaking Out - Resources / Alt Energy names continue to fly - Builders bounce Stocks: $PBW $ICLN $LAES $NVTS $INDI $SKYT $GEV $EOSE $BE $LAC"
X Link @cfromhertz 2025-10-14T21:14Z 91.1K followers, 10.4K engagements

"$LAES crazy that the market remembers . but it does. bit of a stall there on 1st attempt"
X Link @cfromhertz 2025-10-09T18:40Z 91.1K followers, 7108 engagements

"$XYZ *BLOCK: SQUARE INTRODUCED SQUARE BITCOIN FOR LOCAL BUSINESSES"
X Link @cfromhertz 2025-10-08T13:03Z 91.1K followers, 4869 engagements

"$FUTU found support at bottom of Sept Value Area held and bounce using @MarketWebs system"
X Link @cfromhertz 2025-09-24T14:51Z 91K followers, 3939 engagements

"$KTOS $HOOD two stocks I'm watching as they pull back to 20d MA"
X Link @cfromhertz 2025-10-15T01:52Z 91.1K followers, 4349 engagements

"CF's Stock Market Recap"
X Link @cfromhertz 2025-10-13T20:28Z 91.1K followers, 4057 engagements

"Guys . "I am seeing cracks.". would insinuate names / sectors breaking down I am seeing names pullback into support from being insanely overbought If you are seeing names / sectors break below their 20d / 50d MA please let me know where they are thanks"
X Link @cfromhertz 2025-10-07T22:53Z 91.1K followers, 18.7K engagements

"$DIA -XXX% maybe #OpenAI can buy the DJIA"
X Link @cfromhertz 2025-10-06T14:04Z 91K followers, 3538 engagements

"$LEN *LENNAR CUTS FORECAST FOR FULL-YEAR HOME DELIVERIES *LENNAR SEES 8150-82500 HOME DELIVERIES FOR FISCAL 2025 cc $ITB $XHB"
X Link @cfromhertz 2025-09-19T15:15Z 91.1K followers, 4280 engagements

"$HWM Howmet Aerospace Boosts FY Adj EPS Forecast Beats Estimates"
X Link @cfromhertz 2025-07-31T11:48Z 91K followers, 3535 engagements

"*WELLS FARGO CFO: DELINQUENCIES TRENDING DOWN ACROSS ALL CLIENTS $WFC that's an interesting statement"
X Link @cfromhertz 2025-10-14T19:12Z 91.1K followers, 5206 engagements

"$IWM 1hr check back to top of this week's Value Area"
X Link @cfromhertz 2025-10-07T16:03Z 91.1K followers, 3775 engagements

"$KKR $BX $CG $APO - Private Equity Co's on the move"
X Link @cfromhertz 2025-09-11T15:45Z 91.1K followers, 15.9K engagements

"$HOOD mentioned early on last week that i'd like to see a dip in HOOD would like to see this down to 20d MA and top of Oct Value Area"
X Link @cfromhertz 2025-10-12T14:45Z 91.1K followers, 5592 engagements

"$BP + all kinds of Energy call buying earlier this week $HAL $BKR $AR"
X Link @cfromhertz 2025-09-26T13:51Z 91K followers, 6300 engagements

"$CAT impressive move"
X Link @cfromhertz 2025-10-14T16:18Z 91.1K followers, 8600 engagements

"$NYMO & $NAMO - not quite oversold but on their way if we get more volatility beginning of next week"
X Link @cfromhertz 2025-10-12T12:05Z 91.1K followers, 5136 engagements

"$COST *COSTCO SEPT. US COMP SALES EX-GAS FX +5% EST. +4.2% *COSTCO SEPT. TOTAL COMP SALES +5.7% EST. +4.6%"
X Link @cfromhertz 2025-10-08T20:17Z 91K followers, 12.8K engagements

"$PLTR a lot of social media talk that b/c PLTR is down it's a bad sign for high growth stocks. my thoughts welp. X. it's a pretty stock specific issue. X. i do think -XXX% move indicates that if there is some bad news / rotation in out of high growth it will be a fast one considering they have run decently X. have a plan - set downside alerts (especially in names that are extended). - take targets to lock in some gains. this will make you less uptight b/c you have banked gains - stay disciplined. sell when you get a sell signal (preplan what those signals are)"
X Link @cfromhertz 2025-10-03T19:11Z 91.1K followers, 16K engagements

"$LITE filled gap and back + let's see if can retake 5d MA and trend back + very strong"
X Link @cfromhertz 2025-09-28T12:33Z 91K followers, 4416 engagements

"$IBIT $BTF_C crypto fans- how do you like this check back into support & bounce"
X Link @cfromhertz 2025-10-07T21:47Z 91.1K followers, 10.3K engagements

"NYSE UpVolume is +86% cc @WalterDeemer"
X Link @cfromhertz 2025-10-13T14:44Z 91.1K followers, 4042 engagements

"Single Stock Volatility Metric Hits Record High (Bloomberg) 🔹 The spread between the implied volatility of a group of around XX large US stocks and the VIX has reached its widest level since the data set began a decade ago. Thats the latest sign of how placid volatility in the index is hiding ferocious gyrations in some of the single stocks that comprise it. 🔹Share prices in companies like Oracle Corp. Intel Corp. and most recently Advanced Micro Devices Inc. have soared driven by news of AI partnerships and deep customer demand. Oracle stock is up XX% in a month Intel shares are up XX% in"
X Link @cfromhertz 2025-10-06T23:43Z 91.1K followers, 10.8K engagements

"AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg)"
X Link @cfromhertz 2025-10-06T19:45Z 91.1K followers, 14K engagements

"$KLAR *KLARNA & GOOGLE CLOUD ENTER STRATEGIC AI PARTNERSHIP"
X Link @cfromhertz 2025-10-09T12:44Z 91.1K followers, 10K engagements

"$RKLB & $ASTS still above their 5d MA. quite impressive"
X Link @cfromhertz 2025-10-12T15:16Z 91.1K followers, 6018 engagements

"CF's Stock Market Recap Themes: Once Again Indices Check Back to Support $SPY $QQQ $IWM (no breakdowns yet) Stocks in Video $XME $USAR $UAMY $PBW $XAR $RKLB $ASTS $KRMN $AVAV $QTUM $IONQ $RGTI $PLTR $MP $WDC $MU $STX $APH $GEV $HOOD"
X Link @cfromhertz 2025-10-07T21:14Z 91.1K followers, 12.8K engagements

"$WDC check back to the top of Oct Value Area going to be an interesting spot to watch tomorrow"
X Link @cfromhertz 2025-10-07T20:22Z 91K followers, 4323 engagements

"Vance on Trump re China imo both playing hardball until the actual negotiations begin"
X Link @cfromhertz 2025-10-12T14:47Z 91.1K followers, 10.2K engagements

"$DQ Chinese Solar Maker Calls Turning Point for Embattled Industry (Bloomberg)"
X Link @cfromhertz 2025-09-04T11:41Z 91.1K followers, 6936 engagements

"$MSFT out of its slumber"
X Link @cfromhertz 2025-10-06T18:27Z 91K followers, 5951 engagements

"Fridays Headlines Spark Options Volume Blowout: (Bloomberg) Fridays renewed concerns over tariff tensions triggered a jump in trading in puts and calls across all US OPRA exchanges including the NYSE Cboe ISE and Nasdaq. Volumes surged to a record exceeding XXX million contracts for only the second time since April 4"
X Link @cfromhertz 2025-10-13T11:44Z 91.1K followers, 4292 engagements

"$PLUG Plug Power Up After Street High PT at HC Wainwright on Potential (Bloomberg)"
X Link @cfromhertz 2025-10-03T13:06Z 91K followers, 10.4K engagements

"$WDC still holding where it needs to. #patience"
X Link @cfromhertz 2025-10-10T02:10Z 91.1K followers, 8129 engagements

"$FSLR First Solar Gets Street-High PT ($300) at Citi on Pricing EPS Growth (Bloomberg)"
X Link @cfromhertz 2025-10-14T11:46Z 91.1K followers, 3718 engagements

"$SATS Verizon Is in Talks to Purchase EchoStar Wireless Spectrum $VZ"
X Link @cfromhertz 2025-09-29T21:51Z 91.1K followers, 17.8K engagements

"$DQ TTG Weekend Watchlist #bullish setup"
X Link @cfromhertz 2025-09-02T14:02Z 91.1K followers, 15.4K engagements

"$CRWV would love to see this get passed that VPOC and onto next $XXXXX (new long for me @ $129)"
X Link @cfromhertz 2025-09-25T14:48Z 91.1K followers, 22.3K engagements

"$MCK McKesson Up as FY Adjusted EPS Forecast Lift Beats (Bloomberg)"
X Link @cfromhertz 2025-09-23T14:52Z 91K followers, 3751 engagements

"$BE nice consolidation here above its Oct Value Area like how volume is decreasing. may need a few more days but think this resolves higher"
X Link @cfromhertz 2025-10-10T03:23Z 91.1K followers, 18.8K engagements

"$ZS starting to methodically move back +"
X Link @cfromhertz 2025-09-28T12:50Z 91K followers, 5396 engagements

"$CLS: Celestica introduces family of 1.6TbE data center switches (Bloomberg TheFly)"
X Link @cfromhertz 2025-10-10T12:11Z 91K followers, 5659 engagements

"$POWI *POWER INTEGRATIONS WORKING WITH NVIDIA ON TRANSITION TO XXX VDC"
X Link @cfromhertz 2025-10-13T15:22Z 91.1K followers, 5015 engagements

"$CCJ that was an ugly candle yday but so far is holding above 5d Value Area + Sep Value Area"
X Link @cfromhertz 2025-09-18T01:33Z 91.1K followers, 4936 engagements

"re $CAT from JPM note. "while the company makes a lot of machines for moving earth it also makes generators that can provide backup power for AI data centers." data centers"
X Link @cfromhertz 2025-10-14T16:44Z 91.1K followers, 5754 engagements

"CF's Stock Market Recap Strong Themes: Clean Energy Quantum Crypto Aerospace - some Growth names taking a breather Stocks in Video $IONQ $RGTI $QUBT $QBTS $PLTR $APP $GEV $RBLX $HOOD"
X Link @cfromhertz 2025-10-03T21:19Z 91K followers, 10.4K engagements

"$TEM *Tempus Selected by ARPA-H to Provide CRO and Testing Services for the ADAPT Program Advancing Precision Cancer Therapy"
X Link @cfromhertz 2025-10-09T12:37Z 91.1K followers, 4999 engagements

"$DIS *TAYLOR SWIFT ANNOUNCES NEW PROGRAMMING FOR DISNEY+ FOR DECEMBER"
X Link @cfromhertz 2025-10-13T12:25Z 91.1K followers, 4047 engagements

"$TEM $XXX 👍"
X Link @cfromhertz 2025-10-08T17:23Z 91.1K followers, 5141 engagements

"Trump Headlines *TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEE"
X Link @cfromhertz 2025-10-10T22:12Z 91K followers, 13.2K engagements

"US-Listed Macau Casino Stocks Fall on Weak Golden Week Data $WYNN $LVS $MLCO $MGM"
X Link @cfromhertz 2025-10-03T13:58Z 91K followers, 4041 engagements

"$NVDA *US APPROVES SEVERAL BILLION DOLLARS OF NVIDIA CHIP SALES TO UAE going to need a bigger circle"
X Link @cfromhertz 2025-10-09T03:24Z 91K followers, 10.2K engagements

"$GEV very nice looking bull flag (forming) on weekly chart 👀"
X Link @cfromhertz 2025-10-13T16:43Z 91.1K followers, 5146 engagements

"$WDC entry for me vs top of Oct Value Area"
X Link @cfromhertz 2025-10-08T13:48Z 91.1K followers, 11.7K engagements

"US Small-Business Optimism Falls to Three-Month Low on Economy (Bloomberg)"
X Link @cfromhertz 2025-10-14T11:57Z 91.1K followers, 3828 engagements

"CF's Stock Market Recap - Recap of Fri-Mon headlines - Index Levels to watch - Themes $PBW $XME $QTUM Stocks: $NVTS $BE $MP $UAMY $USAR $IONQ $RGTI $QBTS $IBM $EOSE $TSLA $APLD"
X Link @cfromhertz 2025-10-13T21:01Z 91.1K followers, 3442 engagements

"$RUN: Tesla Sunrun residential batteries could power data centers Information says $TSLA"
X Link @cfromhertz 2025-10-02T11:40Z 91.1K followers, 4025 engagements

"$CZR *CAESARS' TIMES SQUARE CASINO BID ENDS AFTER NYC COMMUNITY VOTE"
X Link @cfromhertz 2025-09-17T14:14Z 91K followers, 3759 engagements

"Pension Rebalancing Adds to Short-Term Risks (Bloomberg) - As quarter-end approaches one typical area of equity portfolio rebalancing carries the prospect of elevated selling this time round posing a risk to market performance. - Flow specialists at Goldman Sachs write that US pensions are modeled to sell $XX billion of stocks at the end of this month. That ranks in the 89th percentile of such selling tracked over the past three years and in the 92nd percentile going back to January 2000 - Its set to play out against a backdrop of muted corporate buyback activity because the earnings blackout"
X Link @cfromhertz 2025-09-23T18:53Z 91K followers, 7557 engagements

"$CIEN $LITE Optical stock leaders"
X Link @cfromhertz 2025-10-01T14:56Z 91K followers, 3369 engagements

"$CSCO *CISCO SEEKS TO CHALLENGE BROADCOM IN CONNECTING AI DATA CENTERS *CISCO UNVEILS SILICON ONE P200 CHIP 8223 ROUTING SYSTEM"
X Link @cfromhertz 2025-10-08T13:02Z 91K followers, 4032 engagements

"$XAR Aero & Defense more. new highs RSI is now decently overbought XX . overheated what a move $ACHR $LUNR $RDW $ATI $RKLB $KTOS $AVAV"
X Link @cfromhertz 2025-10-06T18:11Z 91.1K followers, 6580 engagements

"*CHINA TO TIGHTEN EXPORTS OF RARE EARTH AND RELATED TECH here we go lol $REMX $MP $USAR $NB $UAMY $TMQ $TMC"
X Link @cfromhertz 2025-10-09T01:22Z 91.1K followers, 53.1K engagements

"NYSE UpVolume +16% to start - wow"
X Link @cfromhertz 2025-10-14T13:35Z 91.1K followers, 9086 engagements

"$ARKK is now +57% ytd. still down over 5yrs. what a stat"
X Link @cfromhertz 2025-10-02T20:25Z 91K followers, 4360 engagements

"$VRT *MICROSOFT FORECASTS SHOW DATA CENTER CRUNCH PERSISTS INTO 2026 $MSFT"
X Link @cfromhertz 2025-10-09T19:20Z 91.1K followers, 8437 engagements

"$DBC weights"
X Link @cfromhertz 2025-09-26T15:15Z 91K followers, 3210 engagements

"Get up to speed on all the most important Market Trends & Themes with The TTG Market Pulse #Trading Note Hot Themes Remain Red Hotkeep an eye on top of Oct Value Area resistance $602.61"
X Link @cfromhertz 2025-10-13T17:23Z 91.1K followers, 14.8K engagements

"$QS QuantumScape Rises on Development Agreement with Murata (Bloomberg) 🔹 QuantumScape shares are up XXX% in premarket trading after the maker of lithium-metal batteries entered a joint development agreement with Murata Manufacturing Co. The pact is aimed at high-volume production of ceramic separators for QuantumScapes solid-state batteries it said in a press release No terms were disclosed"
X Link @cfromhertz 2025-10-08T11:57Z 91.1K followers, 3842 engagements

"$IONQ IonQ Prices $2B Equity Offering Including 16.5M Shares And 5005400 Pre-Funded Warrants At $XX Each Plus 43.01M Seven-Year Warrants at $155/Shr Reflecting XX% And XXX% Premiums To October X Closing Price"
X Link @cfromhertz 2025-10-10T12:57Z 91K followers, 4551 engagements

"$RTX $LMT $LHX $BA - $ITA $XAR"
X Link @cfromhertz 2025-09-29T11:50Z 91.1K followers, 6666 engagements

"ETH #etherum nice take out of lower VPOC and bounce reminder VPOCs below price is where demand lives"
X Link @cfromhertz 2025-10-12T14:58Z 91.1K followers, 4619 engagements

"CF's Stock Market Recap Strong Themes: Clean Energy Quantum Crypto Aerospace Semis Gold (all similar to last week) Stocks in Video $AMD $MSFT $GOOGL $NVDA $TSLA $ACHR $JOBY $AVAV $KTOS $IONQ $RGTI $IBIT $ETHA"
X Link @cfromhertz 2025-10-06T21:09Z 91K followers, 11.9K engagements

"In 2008 there were hedge funds leveraged over 20x I traded through it . The game is the same but the players change"
X Link @cfromhertz 2025-10-12T14:05Z 91.1K followers, 9109 engagements

"*POWELL: LABOR-MARKET PERCEPTIONS REMAIN ON DOWNWARD TRAJECTORY *POWELL: FED MAY END BALANCE-SHEET RUNOFF IN COMING MONTHS"
X Link @cfromhertz 2025-10-14T16:20Z 91.1K followers, 6309 engagements

"$KDP *STARBOARD BUILDS STAKE IN KEURIG DR PEPPER: FT"
X Link @cfromhertz 2025-10-13T16:44Z 91.1K followers, 4960 engagements

"I wouldn't say misunderstanding. China escalated this earlier in the week Rare Earths and then added remarks about $QCOM & $NVDA Friday morning. and Trump responded. now of course all this could be preparing for greater negotiations . and starting by playing hardball but that remains to be seen Friday premarket: *CHINA PROBES QUALCOMM FOR SUSPECTED MONOPOLY: CCTV China Targets Nvidia's H20 RTX Pro 6000D Chips In Customs Crackdown As It Pushes To Cut Reliance On US Technology: Report"
X Link @cfromhertz 2025-10-12T14:21Z 91.1K followers, 24.1K engagements

"$IBKR looks good here imo w/ strength in Financials today"
X Link @cfromhertz 2025-09-23T13:51Z 91.1K followers, 4169 engagements

"NYSE UpVolume +48% extreme reading on TICKs and Breadth on open "
X Link @cfromhertz 2025-10-14T14:29Z 91.1K followers, 5515 engagements

"HY Credit Spread $IEI / $HYG - a move off lows but not dramatic yet. something to watch next week"
X Link @cfromhertz 2025-10-12T12:03Z 91.1K followers, 5477 engagements

"*Nvidia: Meta and Oracle Will Boost Their AI Data Center Networks With NVIDIA Spectrum-X Ethernet Networking Switches $NVDA cc $ANET -"
X Link @cfromhertz 2025-10-13T15:03Z 91.1K followers, 8063 engagements

"Dealer Gamma Position Falls Most in Three Years (Bloomberg)"
X Link @cfromhertz 2025-10-14T11:53Z 91.1K followers, 4982 engagements

"$TEM trying to push higher w/ calls on tape"
X Link @cfromhertz 2025-10-08T15:18Z 91.1K followers, 9465 engagements

"$IWC Micro Cap ETF in addition to the Small Caps $IWM making new ATHs. the Micros are raging to new highs"
X Link @cfromhertz 2025-10-14T19:21Z 91.1K followers, 4226 engagements

"Continuing to see strong setups in the Metals space (one of the strongest leaders in Equities) Sign up here to get two new trade ideas in space Will be featured in today's Market Pulse note"
X Link @cfromhertz 2025-10-08T16:05Z 91K followers, 3616 engagements

"$ARM has tried several times this year to break its Value Area for year. let's see if can do it this time call have been active this week I gave this a shot vs defined support using @MarketWebs #VolumeAtPrice system"
X Link @cfromhertz 2025-10-09T14:09Z 91.1K followers, 14.8K engagements

"$HWM nice candle today in this strong Aerospace name"
X Link @cfromhertz 2025-09-19T02:09Z 91.1K followers, 5475 engagements

"$JBL Jabil 1Q Net Revenue Forecast Beats Estimates (Bloomberg)"
X Link @cfromhertz 2025-09-25T11:33Z 91K followers, 3789 engagements

"$BE +26% today"
X Link @cfromhertz 2025-10-13T20:12Z 91.1K followers, 7616 engagements

"$BE *BROOKFIELD & BLOOM ENERGY IN $5B AI INFRASTRUCTURE PARTNERSHIP *BLOOM ENERGY TO BE PFD ONSITE POWER PROVIDER FOR BROOKFIELD *BROOKFIELD TO INVEST UP TO $5B TO DEPLOY BLOOMS FUEL CELL TECH"
X Link @cfromhertz 2025-10-13T11:34Z 91.1K followers, 8418 engagements

"$ORCL $NVDA *ORACLE LOST $100M FROM NVIDIA BLACKWELL RENTALS: INFORMATION *ORACLE SEES $125M GROSS PROFIT IN SERVER RENTALS: INFORMATION *ORACLE FIGURES FROM THREE MONTHS ENDING IN AUGUST: INFORMATION"
X Link @cfromhertz 2025-10-07T15:10Z 91.1K followers, 6040 engagements

"One of my favorite clips re pull backs i think even more so now re everyone being in a "rush""
X Link @cfromhertz 2025-10-12T14:55Z 91.1K followers, 9287 engagements

"$QQQ ANOTHER TEST TOP OF VALUE"
X Link @cfromhertz 2025-10-14T16:58Z 91.1K followers, 6899 engagements

"$CRWV took out the $XXXXX VPOC and faded (often what we see w/ a big overhead supply VPOC) now will see if can regroup i do like how it held above support $136.96"
X Link @cfromhertz 2025-10-12T16:22Z 91.1K followers, 16.6K engagements

"$GLD -XXX% $IBIT -XXX% These are just momentum trades "
X Link @cfromhertz 2025-10-09T22:02Z 91K followers, 9800 engagements

"$MU $SNDK $WDC $STX memory / storage chips. don't "forget" about them"
X Link @cfromhertz 2025-10-01T17:35Z 91.1K followers, 6046 engagements

"$DHI i know no one on @X has losers but I had one today where tried to leg into $DHI looking for it to turn back + it failed to retake short term MAs and I decided to remove name for now will keep an eye on as its right around major support"
X Link @cfromhertz 2025-09-18T02:24Z 91K followers, 5783 engagements

"$GEV price action getting really tight"
X Link @cfromhertz 2025-10-07T19:12Z 91K followers, 5658 engagements

"$RKLB nice breakout candle"
X Link @cfromhertz 2025-10-03T19:13Z 91.1K followers, 11.6K engagements

"$IWM leading (now flat) but hit top of today's Value Area watch $244.58"
X Link @cfromhertz 2025-10-14T14:50Z 91.1K followers, 3645 engagements

"Good Morning Index Levels to Keep an Eye on"
X Link @cfromhertz 2025-10-13T12:43Z 91.1K followers, 4202 engagements

"$CIEN new closing high . optical stocks one of strongest groups out there"
X Link @cfromhertz 2025-09-28T12:29Z 91K followers, 3579 engagements

"$RKLB Rocket Lab USA signs another multilaunch deal with Institute for Q-shu Pioneers of Space. (Bloomberg) Includes three dedicated Electron missions that will launch no earlier than 2026 from Rocket Lab Launch Complex X in New Zealand Brings the total number of upcoming launches for iQPS to seven"
X Link @cfromhertz 2025-10-07T21:45Z 91.1K followers, 6637 engagements

"CF's Market Recap Themes: Slower Day Ahead of Data Intensive Week but def. some standouts Index Review $SPY $QQQ $IWM $TLT Stock Charts $ALAB $CRDO $AVGO $U $APP $HOOD $SOFI $IBM $BLND $OPEN $BIDU $JD $MP $CGNX"
X Link @cfromhertz 2025-09-08T20:51Z 91K followers, 12.4K engagements

"Haha Good point"
X Link @cfromhertz 2025-10-05T00:40Z 91K followers, 11.3K engagements

"$XLF Financials have been underperforming for a about a month now. downside VPOC taken out the banks start reporting earnings on Tues. let's see what they say"
X Link @cfromhertz 2025-10-12T12:12Z 91.1K followers, 4702 engagements

"*MARKETAXESS CAESARS ENTERTAINMENT ENPHASE TO LEAVE S&P XXX $MKTX $CZR $ENPH"
X Link @cfromhertz 2025-09-05T21:23Z 91K followers, 8442 engagements

"And here comes the walk back "
X Link @cfromhertz 2025-10-12T02:58Z 91K followers, 31.9K engagements

"$VRT *VERTIV COLLABORATES WITH NVIDIA TO ADVANCE XXX VDC PLATFORM"
X Link @cfromhertz 2025-10-13T16:12Z 91.1K followers, 6301 engagements

"$NRG *NRG ENERGY RAISES 2025 GUIDANCE AND ANNOUNCES 3Q 2025 EARNINGS CALL *NRG SEES FY ADJ. EBITDA $3.88B TO $4.03B SAW $3.73B TO $3.98B *NRG ENERGY SEES FY FCF $2.10B TO $2.25B SAW $1.98B TO $2.23B"
X Link @cfromhertz 2025-09-17T20:32Z 91.1K followers, 5071 engagements

"$IONQ : IonQ announces advancement in quantum chemistry simulations (Bloomberg)"
X Link @cfromhertz 2025-10-13T12:23Z 91.1K followers, 5983 engagements

"CF's Stock Market Recap - Recap of Fri-Mon headlines - Index Levels to watch - Themes $PBW $XME $QTUM Stocks: $NVTS $BE $MP $UAMY $USAR $IONQ $RGTI $QBTS $IBM $EOSE $TSLA $APLD $GEV"
X Link @cfromhertz 2025-10-13T21:23Z 91.1K followers, 11.4K engagements

"$CRDO Credo Surges on AI-Driven Strong Quarter Outlook: Street Wrap (Bloomberg)"
X Link @cfromhertz 2025-09-04T11:49Z 91.1K followers, 6169 engagements

"$PYPL PayPal launches PayPal Ads Manager (Bloomberg TheFly)"
X Link @cfromhertz 2025-10-07T12:13Z 91.1K followers, 15.3K engagements

"Try and try again lol $ARM *OPENAI WORKING WITH ARM ON BROADCOM AI CHIP EFFORT: INFORMATION"
X Link @cfromhertz 2025-10-13T22:33Z 91.1K followers, 10.1K engagements

"$LWLG this small cap Optical name is advancing"
X Link @cfromhertz 2025-10-09T15:51Z 91K followers, 5944 engagements

"$PSTG check back to top of Oct Value Area support. Watch $88.7"
X Link @cfromhertz 2025-10-12T15:45Z 91.1K followers, 4845 engagements

"$DBC Commodity futures ETF trying to come out of base.note this ETF suffers slippage due to rolling of futures.so not most efficient way to play Commodity move. but price is trying to break base / range ETFs holds Brent Crude WTI Crude Nat Gas Gold futures etc"
X Link @cfromhertz 2025-09-26T15:13Z 91.1K followers, 36.1K engagements

"$UUP US Dollar ETF - testing highs of this year and trying to break above '25 Value Area. a must watch here imo for trend change cc $DXY #Dollar"
X Link @cfromhertz 2025-10-09T15:12Z 91.1K followers, 5011 engagements

"*GREER: XXX% CHINA TARIFF DEPENDS ON WHAT CHINESE DO *GREER: CHINESE REALIZE THEY OVERSTEPPED *GREER: THINK WE'LL BE ABLE TO 'WORK THROUGH IT' WITH CHINA *GREER: HAD STAFF TALKING WITH CHINA YESTERDAY IN WASHINGTON 11:39 *GREER: IT'S HARD FOR CHINA TO FIND AN OFF RAMP ON RARE EARTHS"
X Link @cfromhertz 2025-10-14T15:40Z 91.1K followers, 4221 engagements

"$CSIQ Solar names strong $TAN +4.4% still like this $CSIQ in group"
X Link @cfromhertz 2025-10-09T16:19Z 91K followers, 5453 engagements

"$KLAR 1hr VPOC goner"
X Link @cfromhertz 2025-10-09T12:45Z 91.1K followers, 6083 engagements

"$IONQ IonQ Says Achieves Photon Conversion Breakthrough (Bloomberg)"
X Link @cfromhertz 2025-09-23T11:49Z 91K followers, 9413 engagements

"it all depends on the assets that track them. You can create a zillion ETFs . if there are no assets tracking them there is zero impact if they grow they can heighten end of day moves. similar to 2008 w/ 2-3x Index ETFs were the big thing and gained assets and thus contributed to large end of day moves due to daily rebalancing"
X Link @cfromhertz 2025-10-15T01:18Z 91.1K followers, 6923 engagements

"$OKLO only +12% now"
X Link @cfromhertz 2025-10-10T15:48Z 91.1K followers, 4970 engagements

"$QTUM #Quantum ETF new highs"
X Link @cfromhertz 2025-10-02T14:08Z 91.1K followers, 3488 engagements

"$FANG 1st time 200d MA since a year ago"
X Link @cfromhertz 2025-09-26T14:03Z 91K followers, 4358 engagements

"$FRMI pretty great timing on an #AI Power grid IPO lol"
X Link @cfromhertz 2025-10-02T01:12Z 91.1K followers, 6040 engagements

"$CRDO Credo Technology Files for ATM Offering"
X Link @cfromhertz 2025-10-06T21:26Z 91.1K followers, 28.8K engagements

"$DAL Delta Air Lines Sees FY Adj EPS About $X Saw $XXXX to $XXXX (Bloomberg) Over the last X weeks sales trends have accelerated across all geographies and in every advance purchase window positioning Delta to finish the year with momentum"
X Link @cfromhertz 2025-10-09T10:44Z 91.1K followers, 3854 engagements

"$AVGO Broadcom to Launch Thor Ultra AI Networking Chip: Reuters (Bloomberg)"
X Link @cfromhertz 2025-10-14T11:19Z 91.1K followers, 4606 engagements

"Semi related stocks in favor: $LAES $NVTS $INDI $AMD for now $ALAB $CRDO taking a back seat but will keep an eye on these. $ALAB took out a downside VPOC (possible demand area) THIS MARKET IS FAST & HAVE TO ADAPT TO IT OR BE LEFT BEHIND imo"
X Link @cfromhertz 2025-10-14T16:25Z 91.1K followers, 9276 engagements

"$CGNX breaking Sept Value Area here (heavy option positioning a couple weeks back) I remain long"
X Link @cfromhertz 2025-09-18T17:49Z 91.1K followers, 3827 engagements

"$WFC *WELLS FARGO SEES CONSUMER CREDIT STRONG ACROSS THE BOARD: CFO"
X Link @cfromhertz 2025-10-14T11:41Z 91.1K followers, 4125 engagements

"$IWM Small Caps outperforming and ABOVE its Oct Value Area ( $SPY $QQQ are inside Value Areas)"
X Link @cfromhertz 2025-10-14T15:30Z 91.1K followers, 3857 engagements

"$EA *ELECTRONIC ARTS SAID TO NEAR BUYOUT DEAL AT ABOUT $210/SHARE"
X Link @cfromhertz 2025-09-29T11:51Z 91K followers, 4307 engagements

"@SullyCNBC This is why clean energy battery names and yes uranium and anything in efficient energy are going crazy $PBW $BE $IREN $EOSE etc etc"
X Link @cfromhertz 2025-10-14T18:33Z 91.1K followers, XXX engagements