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@equitydd Avatar @equitydd Equity investor

Several equity investors and analysts are sharing their insights and watchlists on social media, highlighting trending stocks and recent earnings reports. Notable stocks mentioned include $IREN, $CLS, $ALAB, and $APP, which have shown significant growth and are part of various watchlists and top-performing lists. The overall market sentiment appears to be bullish, with many investors expressing optimism about certain stocks and sectors.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies #5652 technology brands XXXXX% countries XXXX% currencies XXXX% social networks XXXX% automotive brands XXXX% fashion brands XXXX%

Social topic influence stocks #2594, $lite #12, $cien #4, $cls #12, $mu #22, $crdo #29, beats by #58, $aph #4, $au #1, $fix #9

Top accounts mentioned or mentioned by @william_r2rclub @goosifertrading @deepvue @dorothypet77174 @kapten_anders

Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Ciena Corporation (CIEN) Coldstack (CLS) Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Amphenol Corporation (APH) AutoCrypto (AU2) Comfort Systems USA, Inc. (FIX) Broadcom, Inc. (AVGO) OSI Systems Inc (OSIS) Corning Incorporated (GLW) Sandisk Corporation Common Stock (SNDK) Bloom Energy Corporation (BE) Coherent Inc (COHR) Fabrinet (FN) Sanmina Corp (SANM) Telcoin (TEL) Astera Labs, Inc. Common Stock (ALAB) Teradyne, Inc. (TER) NVIDIA Corp. (NVDA) TTM Technologies Inc (TTMI) Alphabet Inc Class A (GOOGL) Gravity Finance (GFI) Coeur Mining, Inc. (CDE) Iagon (IAG) Western Digital Corp (WDC) Tarsus Pharmaceuticals, Inc. Common Stock (TARS) New Gold Inc. (NGD) GE Vernova Inc. (GEV) Advanced Micro Devices (AMD) Vertiv Holdings Co (VRT) Oracle Corporation (ORCL) AeroVironment, Inc. (AVAV) Vicor Corp (VICR) Stacks (STX) Kinross Gold Corporation (KGC) Arcutis Biotherapeutics, Inc. Common Stock (ARQT) Triple Flag Precious Metals Corp. (TFPM) Newmont Corporation (NEM) Travere Therapeutics, Inc. Common Stock (TVTX) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Ondas Holdings Inc. Common Stock (ONDS) IREN Limited (IREN) Planet Labs PBC (PL) Synopsys, Inc. (SNPS) Adobe, Inc. (ADBE) Nxt (NXT) Agnico Eagle Mines Ltd. (AEM) Aura Minerals Inc. Common Shares (AUGO) CLEANSPARK INC (CLSK) FIRST MAJESTIC SILVER CORP (AG) Applied Blockchain, Inc. Common Stock (APLD) Hut X Mining Corp. (HUT) Hive (HIVE) UiPath, Inc. (PATH) Guardant Health, Inc. Common Stock (GH) Howmet Aerospace Inc (HWM) EQIFi (EQX) Hecla Mining Company (HL) SSR Mining Inc. (SSRM) Eli Lilly and Company (LLY) PACS Group, Inc. (PACS) Taiwan Semiconductor (TSM) Constellation Energy Corp (CEG) Vistra, Corp. (VST) PWR Coin (PWR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) AGIX (AGX) Symbotic Inc. Class A Common Stock (SYM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applovin Corporation (APP) Moon Tropica (CAH) EGO (EGO) PTC Therapeutics, Inc. (PTCT) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) IES Holdings, Inc. Common Stock (IESC) Amazon.com, Inc. (AMZN) Quanta Services Inc (PWR)

Top Social Posts

Top posts by engagements in the last XX hours

"My top stocks from Electronic Components & Equipments sector 📝 $CLS * $OSIS * $FN * $TTMI $SANM * $APH $VICR $GLW $TEL * Currently own in portfolio"
X Link 2025-11-13T00:44Z 5364 followers, 2964 engagements

"Some good bargains on these stocks today. $CLS -XX% $OSIS -X% $FN -XX% $TTMI -XX% $SANM -X% $APH -X% $VICR -X% $GLW -X% $TEL -4%"
X Link 2025-11-14T01:51Z 5364 followers, 6450 engagements

"Few more stocks holding the XX EMA 💪 $LITE $OSIS $GOOGL $AGX"
X Link 2025-11-15T04:04Z 5364 followers, 3482 engagements

"4 gold miners made it to the IBD top XX $GFI $AU $AEM $KGC Few more gold miners that I also like are $NEM $NGD $AUGO $CDE $IAG Gold miners are seeing good growth lately and earnings drive the price eventually 📝"
X Link 2025-11-16T21:15Z 5362 followers, 6381 engagements

"Nice bounce on these quality stocks $CLS $OSIS $FN $TTMI $SANM $APH $VICR $GLW $TEL"
X Link 2025-11-19T15:11Z 5364 followers, 1191 engagements

"Big gainers today $ARWR (Healthcare) $OSCR (Healthcare) $MODG (Golf) $AAOI (Optics) $LITE (Optics) $MOB (Defense) $SYM (Robotics) $CLSK (Neocloud) $CIFR (Neocloud) $WULF (Neocloud) $NBIS (Neocloud) $HOOD (Fintech) $CRDO (Datacenter) $ALAB (Datacenter) $AXTI (Semi) $TER (Semi) $BE (Energy) $CSIQ (Solar energy) $TGB (Copper miner) $SCZMF (Silver miner) $EXK (Silver miner) $AG (Silver miner)"
X Link 2025-11-26T20:27Z 5364 followers, 3876 engagements

"Percentage increase since recent drawdown $CLS* +27% $OSIS* +16% $FN* +20% $TTMI +22% $SANM +7% $APH +9% $VICR +7% $GLW +8% $TEL +4% *Long in portfolio"
X Link 2025-11-29T03:05Z 5364 followers, 3679 engagements

"3) GE Vernova $GEV Stock surged XXX% since its IPO driven by its role in supporting AI infrastructure. Projected to expand adjusted EPS by XX% in FY25 and XX% in FY26. Provides gas turbines nuclear technology electrification and grid modernization solutions"
X Link 2025-11-29T05:31Z 5355 followers, XXX engagements

"$FIX every dip gets bought how many dips have you missed 😀"
X Link 2025-12-04T20:57Z 5355 followers, 3133 engagements

"Make America Mine Again (MAMA) stocks list: $UAMY $USAR $MP $USAS $IDR $LAC $NB $USAU $USGO $NAK $TMQ #MakeAmericaMineAgain #MAMA"
X Link 2025-10-16T04:12Z 5373 followers, 6761 engagements

"News: US FDA clears way for personalized gene editing treatments. Stocks that can benefit from this $CRSP $ILMN $TWST $ARKG (ETF)"
X Link 2025-10-31T15:22Z 5364 followers, 1303 engagements

"Stocks from hot 🔥 themes 📝 $APLD $AMPX $BE $BITF $CIEN $CIFR $EOSE $HUT $IREN $ONDS $LEU $NVTS $GSAT $FLNC $QS $NBIS $RGTI $IONQ $QBTS $HIVE $MU $SNDK $WDC $PATH $WULF $OSIS $CLS $LITE $QURE $GH $GRAL $XERS"
X Link 2025-11-02T16:40Z 5365 followers, 1354 engagements

"Stocks with high RS that should be on your radar: Stock Company YTD return $AEIS Advanced Energy XX% $APLD Applied Digital XXX% $APP AppLovin XX% $BE Bloom Energy XXX% $CAH Cardinal Health XX% $CIEN Ciena Corp XXX% $CRDO Credo XXX% $EBR Centrais Eltricas XX% $HWM Howmet Aerospace XXX% $INTR Inter & Co XXX% $IREN IREN XXX% $LITE Lumentum XXX% $MCK McKesson XX% $MDB MongoDB XX% $MU Micron Technology XXX% $NBIS Nebius XXX% $NXT Nextracker XXX% $OSIS OSI Systems XX% $SNDK Sandisk XXX% $STX Seagate XXX% $SYM Symbotic XXX% $VRT Vertiv Holdings XX% $WDC Western Digital 168%"
X Link 2025-11-06T02:54Z 5373 followers, 12.5K engagements

"$EQX earnings beat Revenue of $819M (+91.2% YoY) beats by $56M and EPS of $XXXX beats by $XXXX. Massive revenue growth A grade on fundamentals"
X Link 2025-11-06T20:33Z 5373 followers, XXX engagements

"Solar Energy stocks doing good lately. Some on my list are: Stock Company Name 6M return $CSIQ Canadian Solar +200% $DQ Daqo New Energy +147% $SEDG Solaredge +123% $NXT Nextracker +110% $FSLR First Solar +75%"
X Link 2025-11-10T15:10Z 5374 followers, 4702 engagements

"$GOEX Gold Explorers ETF YTD return: +140% Top Holdings: $CDE $EQX $HL $NGD $SSRM $EGO"
X Link 2025-11-14T06:07Z 5373 followers, 1422 engagements

"$XMTR is another one which gave earnings beat and down -X% as of now. Seems like a good long opportunity"
X Link 2025-11-17T16:39Z 5374 followers, 1229 engagements

"$POWL earnings beat Revenue of $298M (+8.4% YoY) beats by $5.15M and EPS of $XXXX beats by $0.46"
X Link 2025-11-19T01:36Z 5365 followers, XXX engagements

"Stocks making new All-Time-High while markets are in turmoil and fear greed index is under XX (extreme fear) $LLY Healthcare $CAH Healthcare $JNJ Healthcare $IDXX Healthcare $AXSM Healthcare $SION Healthcare $CELC Healthcare $PTCT Healthcare $TJX Consumer Cyclical $ROST Consumer Cyclical $RL Consumer Cyclical $HG Financial $ISBA Financial $EXPD Industrial"
X Link 2025-11-21T23:14Z 5369 followers, 1349 engagements

"IBD Top XX stocks $ARQT 🥇 $TVTX $ANAB $STOK $FIX $MU $TARS $PACS $APH $AU $KGC $ARGX $GH $TFPM $LLY"
X Link 2025-11-23T16:39Z 5364 followers, 34.4K engagements

"Key industries connected with the Datacenter and AI revolution Hardware & Chips: $NVDA $AMD $AVGO $TSM $INTC $MU $SNDK $CRDO $ALAB $QCOM Infrastructure: $DY $VRT $APH $ETN $EME $STRL $FIX $AGX $IESC $APLD $EQIX $DLR Cloud: $MSFT $GOOGL $AMZN $META $ORCL Energy: $CEG $VST $BE $ETR $SO $GEV $OKLO $SMR $KMI $EQT $WMB"
X Link 2025-11-26T20:56Z 5373 followers, 2810 engagements

"Top BioTech stocks that are on my watchlist with good technicals and high quant ratings: $NUVB $ANAB* $RIGL $CLLS $RCUS $SGHT* $ESPR* $OWLT $ACAD $PSNL $IONS $PTCT* $PHAR* $TBPH* $UPB *High Revenue Growth"
X Link 2025-11-28T22:41Z 5366 followers, 1727 engagements

"1) Constellation Energy $CEG The largest U.S. nuclear power operator with a 20-year power purchase agreement with Microsoft. Up XXX% in the past two years including a XX% climb in 2025. Expected to grow adjusted EPS by X% in 2025 and XX% in 2026. Constellations $27B deal to buy Calpine is set to close in Q4 turning it into the largest clean energy firm and expanding into power-hungry Texas and California. Has secured 20-year deals with both Microsoft and Meta for nuclear power"
X Link 2025-11-29T05:29Z 5373 followers, XXX engagements

"4) Quanta Services $PWR Handles large-scale projects utility companies need including building high-voltage transmission lines and upgrading substations. Multiyear project timelines providing revenue visibility beyond 2026"
X Link 2025-11-29T05:43Z 5373 followers, XXX engagements

"Vertiv Holdings $VRT - Deep Dive on the Mission-Critical Infrastructure Provider Vertiv is a comprehensive provider of integrated solutions designed to ensure the continuous and optimal operation of vital digital infrastructures combining state-of-the-art hardware innovative software advanced analytics and ongoing managed services. What sets Vertiv apart in the data center infrastructure space is its total solution approach - the company doesnt just sell cooling equipment or power systems in isolation but rather provides the complete integrated infrastructure that keeps data centers"
X Link 2025-11-30T00:17Z 5373 followers, 2316 engagements

"$CIEN just dropped to XX MA and bounced from there giving an opportunity to buy. It should hold the XX EMA now and a bounce from there would be another entry point"
X Link 2025-11-30T16:45Z 5365 followers, 2302 engagements

"$CRDO earnings beat 🎊 Revenue of $268M (+272.1% YoY) beats by $33M and EPS of $XXXX beats by $XXXX. Next Quarter Outlook: Revenue expected between $340M vs consensus of $248M"
X Link 2025-12-02T05:21Z 5365 followers, 1695 engagements

"$MRVL earnings beat Revenue of $2.08B (+36.8% YoY) beats by $10M and EPS of $XXXX beats by $0.02"
X Link 2025-12-02T23:05Z 5371 followers, XXX engagements

"$CRWD earnings beat Revenue of $1.23B (+21.8% YoY) beats by $10M and EPS of $XXXX beats by $0.02"
X Link 2025-12-03T02:51Z 5371 followers, XXX engagements

"$CRM earnings Revenue of $10.26B (+8.7% YoY) in-line and EPS of $XXXX beats by $XXXX. Company expects next quarter revenue of $11.18B above the $10.91B consensus estimate"
X Link 2025-12-04T03:09Z 5369 followers, XXX engagements

"$PATH earnings beat Revenue of $411.1M (+15.9% YoY) beats by $18.24M and EPS of $XXXX beats by $XXXX. Next Quarter Guidance: Sales $465M vs. $463M consensus estimate"
X Link 2025-12-04T03:17Z 5369 followers, 2317 engagements

"$COHR dont sleep on this one. The company operates in the materials lasers and networking sectors which recently contributed significantly to the company's growth primarily driven by AI demand. Coherent focuses on compound semiconductor technology which is crucial for end-user applications and with tailwinds tied to the data center market growth Coherent appears to be well positioned to experience continued growth"
X Link 2025-12-05T00:15Z 5364 followers, 1797 engagements

"$BE dropped to XX and suggested to start buying some quality stocks with earnings beat this stock ran up +50% from below tweet"
X Link 2025-12-05T00:25Z 5365 followers, 1434 engagements

"$RBRK earnings beat stock up +15% post-market. Revenue of $350.17M (+48.3% Y/Y) beats by $29.66M and EPS of $XXXX beats by $XXXX. Next Quarter Outlook: Revenue of $342M vs consensus of $325M"
X Link 2025-12-05T05:20Z 5372 followers, XXX engagements

"$FIX getting added to $SPX"
X Link 2025-12-05T22:41Z 5373 followers, 1781 engagements

"Watchlist from trending groups 🧵 Gold Miners: $AU $AUGO $AEM $NEM $IAG $NGD $KGC $CDE $GFI Elec contract mnfg services: $CLS $SANM $TEL $TTMI $FN $GLW Storage: $MU $SNDK $WDC $STX Optical Fiber: $LITE $CIEN $VIAV"
X Link 2025-11-16T22:22Z 5376 followers, 2516 engagements

"Top Stocks from Top Themes 📝 Datacenter Connectivity: $CIEN $LITE $COHR $GLW $ANET $TEL $APH $CRDO $FN $ALAB $AVGO Datacenter Hardware: $TSM $CLS $MU $AVGO $AMD $GOOGL $QCOM $NVDA $SNDK $WDC $STX Datacenter Energy: $CEG $VST $FIX $VRT $GEV $TLN $PWR Robotics: $TER $AVAV $RR $ISRG $TSLA $AMZN $SYM $PRCT $PATH $SERV If you enjoyed this list then please dont forget to like and retweet this tweet 🙏"
X Link 2025-12-07T20:59Z 5376 followers, 19.7K engagements

"Top earnings this week $CIEN $AVGO $AVAV $ORCL $COST $ADBE $PL $LULU $GME $SNPS $CHWY $TOL $PLAB $DAKT"
X Link 2025-12-08T01:17Z 5376 followers, 2101 engagements

"$GLW $CIEN $LITE $AVGO $COHR The explosive growth of AI superclustersmassive GPU/TPU clusters in hyperscale data centersdemands ultra-high-bandwidth low-latency fiber optic solutions. These include single-mode fibers for long-haul interconnects (e.g. between data centers) high-density cables with 1000+ strands and transceivers supporting 800G+ speeds to handle petabyte-scale data flows without signal degradation"
X Link 2025-12-09T16:49Z 5376 followers, 4635 engagements

"Miners are so back today $GDX $SLV $NEM $PAAS $GROY $HMY $CDE $EGO $GFI $NGD $EQX $IAG $AUGO"
X Link 2025-12-10T05:28Z 5376 followers, 1789 engagements

"Key earnings after market close today $CIEN $ORCL $ADBE $SNPS $PL"
X Link 2025-12-10T18:58Z 5376 followers, 2488 engagements

"Year-to-date Top Themes and Top Stocks from these top themes: BITCOIN MINERS $WGMI $IREN $HUT $CLSK $CIFR $WULF $HIVE $RIOT $MARA GOLD / SILVER MINERS $GDX $IAG $NEM $NGD $CDE $SSRM $AU $GAU $HL $AG $EXK $SVM AEROSPACE $RKLB $ASTS $KTOS $AVAV $ONDS $HOVR $HWM $TATT $ITA SEMIS $TSM $MU $AVGO $AMD $NVDA $CRDO $ALAB $MPWR $RMBS $SNDK $WDC $STX"
X Link 2025-10-18T00:35Z 5374 followers, 11K engagements

"Materials stock with big breakout $ALTO $AU $B $SGML"
X Link 2025-11-28T23:01Z 5374 followers, 2425 engagements

"2) Vistra $VST Up XXX% in 2024 making it one of the $SPXs top performers and up another XX% so far this year. Diversified portfolio spanning natural gas nuclear and renewable energy. Analyst average price target of $XXX implies XX% upside from current levels with a consensus Strong Buy rating"
X Link 2025-11-29T05:30Z 5372 followers, XXX engagements

"5) Comfort Systems $FIX Provides integrated HVAC electrical plumbing & fire protection systems - everything a data center needs. Stock up XXX% in 2025 outperforming $NVDA $AVGO and $AMD. Technology sector contributed XX% of total revenues in 2025 up from XX% a year ago driven by data center demand. Data centers generate massive heat from all those AI chips. Without sophisticated cooling systems (FIXs specialty) these facilities literally cannot operate. $FIX is solving the thermal bottleneck. Uses modular construction that reduces preparation and construction time by up to XX% allowing data"
X Link 2025-11-29T05:53Z 5374 followers, 2698 engagements

"Below post apparently was on the day the market was close to the bottom and mentioned about buying some quality stocks with earnings beat. They all are up only $NVDA is the laggard. $BE $TER $CLS $SANM $GOOGL $OSIS $LITE $MU $CRDO $ALAB $SNDK"
X Link 2025-11-30T19:06Z 5372 followers, 2158 engagements

"$PSTG earnings Revenue of $964.5M (+16.1% YoY) beats by $8.02M and EPS of $XXXX in-line"
X Link 2025-12-03T02:52Z 5372 followers, 1009 engagements

"$TER XXX today"
X Link 2025-12-04T04:11Z 5374 followers, XXX engagements

"$SPX breakout retest and in an uptrend"
X Link 2025-12-05T06:21Z 5376 followers, XXX engagements

"IBD Top XX stocks $CLS 🥇 $FIX $ANAB $STOK $IAG $TVTX $ARQT $CRDO $NUTX $MU $VRT $PLTR $PACS $GFI $APH"
X Link 2025-12-06T21:16Z 5376 followers, 12.9K engagements

"Quality stocks showing red this morning $BE $AU $NFLX $LMND $GEV $VRT $GOOGL $CDE"
X Link 2025-12-08T18:56Z 5373 followers, XXX engagements

"$LITE every dip gets bought we got nice dip early December and now the stock is back to new highs"
X Link 2025-12-09T06:06Z 5374 followers, 2415 engagements

"$AVAV earnings Revenue of $472.51M (+150.7% YoY) beats by $6.88M and EPS of $XXXX misses by $XXXX. Good revenue growth but missed the EPS estimate. Stock down -X% post market"
X Link 2025-12-09T21:21Z 5374 followers, XXX engagements

"The Optical Networking Revolution: Datacenter Connectivity Stocks Deep dive into The Three Musketeers $CIEN $LITE $COHR As data centers explode toward multi gigawatts of capacity theres an often-overlooked critical bottleneck: optical connectivity. Every AI chip every GPU cluster every datacenter rack requires high-speed optical transceivers to move data at terabit speeds. Without these photonic systems those multi gigawatts of compute power would be isolated islands unable to communicate. This is where the optical networking sector becomes absolutely mission-critical. The Bandwidth Crisis A"
X Link 2025-11-30T02:39Z 5376 followers, 9519 engagements

"IBD Top XX stocks $CLS 🥇 $STOK $ARQT $IAG $FIX $TVTX $ANAB $CRDO $MU $PACS $GFI $APH $AU $TARS $TFPM"
X Link 2025-11-30T07:15Z 5376 followers, 35.7K engagements

"Big gainers this morning $MDB $CRDO $APP $ZEPP $SKYT $BA $ONDS $INTC $BE $ASTS $TER $UNFI"
X Link 2025-12-02T16:49Z 5376 followers, XXX engagements

"Notable stocks making new highs today 📝 which of these are in your portfolio $AVGO Broadcom $MS Morgan Stanley $GS Goldman Sachs $CVNA Carvana $PWR Quanta Services $TER Teradyne $COHR Coherent $SATS Echostar $LITE Lumentum $TTMI TTM Technologies $TARS Tarsus Pharma $ELVR Elevra Lithium $IESC IES Holdings $CRH CRH $FLEX Flex"
X Link 2025-12-09T06:28Z 5376 followers, 2084 engagements

"Datacenter Connectivity: $CIEN $LITE $COHR $GLW $ANET $TEL $APH $CRDO $FN $ALAB $AVGO"
X Link 2025-12-09T17:36Z 5376 followers, 3096 engagements

"Big gainers this morning $PLAB $BRZE $DAKT $GEV $STOK $DBVT"
X Link 2025-12-10T15:24Z 5376 followers, XXX engagements

"$PL earnings beat stock up XX% post market Revenue of $81.3M (+32.6% YoY) beats by $9.28M and EPS of $XXXX beats by $0.04"
X Link 2025-12-11T00:04Z 5376 followers, XXX engagements

"$ORCL earnings miss stock down post market Revenue of $16.06B (+13.9% YoY) misses by $130M and EPS of $XXXX beats by $0.62"
X Link 2025-12-11T01:42Z 5376 followers, XXX engagements