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@fundmyfund 🦄 Fund.Therapeutics.Photonics & $LPTH 🐋

🦄 Fund.Therapeutics.Photonics & $LPTH 🐋 posts on X about $crdo, $rcat, $lite, $lpth the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX -XX%
X Month XXXXXXXXX -XX%
X Months XXXXXXXXX +244%
X Year XXXXXXXXX +1,311%

Mentions: XXX #

X Week XXX -XX%
X Month XXXXX -XXXX%
X Months XXXXX +64%
X Year XXXXX +652%

Followers: XXXXX #

X Week XXXXX +0.90%
X Month XXXXX +4.10%
X Months XXXXX +32%
X Year XXXXX +39%

CreatorRank: XXXXXXX #

Social Influence

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

Social topic influence $crdo #22, $rcat #2, $lite #18, $lpth #1, $ibb #4, $krmn #5, ai 2.63%, $xbi #20, ceo 2.44%, $dpro #2

Top accounts mentioned or mentioned by @vastcnc @grok @blackscholesman @karmanspacedef @wolfpackreports @youtube @pennycheck @oceanus23686454 @martychargin @801010athlete @skydiohq @anduriltech @zortrades @kairospraxis @johhnywalkeraz @coral16800 @terrellcamp @thedronedaddy @evansall @bussinbiotech

Top Social Posts

Top posts by engagements in the last XX hours

"$RCAT this is still ok but needs to get going soon. The longer below all these moving averages the more prone to failure it is. This exact same chart above the moving averages would look very tasty as a flag builds out"
X Link 2025-12-11T16:02Z 7847 followers, XXX engagements

"Money truly makes the world go 'round. Chinese Rare-Earth Dealers Find Ways to Dodge Beijings Export Restrictions $MP $CRML $USAR Chinese companies are experimenting with workarounds aimed at keeping magnet sales to Western buyers humming The companies are tweaking magnet formulas to avoid using certain restricted rare-earth elements and devising other strategies to get powerful magnets out of the country like embedding them in motors according to employees of several large Chinese magnet companies and Western firms that buy from them. The strategieswhich are legaldont work perfectly and the"
X Link 2025-12-02T19:40Z 7847 followers, 1237 engagements

"$LITE $10M to $100M then to infinity and beyond"
X Link 2025-12-06T14:53Z 7846 followers, 2350 engagements

"$CCCX $VOYG 🤷♂ Voyager Technologies Inc. and Infleqtion a global leader in neutral atom-based quantum technology announced a strategic partnership to advance dual-use quantum technology in low-Earth orbit and beyond. The collaboration marks a major milestone in the growing convergence of the quantum and aerospace industries. Were bringing quantum utility out of the lab and into operational theater said Dylan Taylor Chairman & CEO Voyager Technologies. Were unlocking a completely new class of dual-use capabilities with quantum timing sensing and computing in space strengthening the backbone"
X Link 2025-12-06T17:33Z 7847 followers, 2437 engagements

"$KOPN showing some good markers technically as well. I like this flagging in a tight range. I do believe if the company executes this is a $8-$10 stock circa XX and have the LEAPs to show for it. That said it's going to still be perhaps X quarters before momentum turns. Main thing on the docket next few quarters are gifts from US taxpayer to build up their prototyping. Theon should begin to help this time next year. Then XX should be the year we begin to know how real this is. Patience grasshopper play"
X Link 2025-12-09T17:17Z 7847 followers, 1284 engagements

"FLIR into @SkydioHQ vs $LPTH into $RCAT would be the ultimate PPV event if the universe was truly a just place. If only some people knew all parties involved. Don't know @evansall background in wrestling - did he know what the Rock*.was cooking *please note the Rock was not primarily a tag team wrestler but it made for the best reference in my tweet. ROCKY ROCKY ROCKY"
X Link 2025-12-10T03:40Z 7847 followers, XXX engagements

"Keeping close tabs on these to see if we have lost biotech for a while. Yesterday was a relatively bearish day for the former $IBB"
X Link 2025-12-10T14:02Z 7847 followers, XXX engagements

""Hello operator I'd like to report a murder on Credo Avenue" $CRDO"
X Link 2025-12-11T15:02Z 7846 followers, 1012 engagements

"$VIAV another low key data center . +35.5% sales in that segment. Also aerospace and defense angle. *********** VIAVI Solutions a global provider of network test monitoring and assurance solutions has released its financial results for the first quarter of fiscal 2026 ending September XX 2025. The company reported significant growth in net revenue and non-GAAP operating margin driven by strong demand from the data center ecosystem and aerospace & defense customers. Financial Highlights For the first quarter of fiscal 2026 VIAVI reported net revenue of $XXXXX million a XXXX% increase"
X Link 2025-11-09T17:35Z 7847 followers, 2449 engagements

"Seriously question: what does $RCAT sales force do aside appear at conventions. How is there not a single sale of any product that is not SRR related the last half year That was won in Nov 2024. What have they been doing for XX months What are these people paid to do What achievements do they have to their name It is beyond boggling nothing has been sold aside scraps from old backlog. $DPRO at least announces some sales. $RCAT is crickets. 🦗 Even $UAVS announced some minor things"
X Link 2025-11-26T02:10Z 7847 followers, 1665 engagements

"Interesting divergence with crypto today $BTCUSD $ETHUSD But I am looking at my watch lists and portfolio vs the indexes which I suppose are slightly down. Feels like a +5% index day from this seat"
X Link 2025-12-04T19:19Z 7846 followers, XXX engagements

"$TNX XX year yield right into the XXX day moving average. Quite interesting - usually this year the yield has gone the way the market "expected it" to go into a cut and then reversed back up immediately after. This time we are getting a front run in the opposite direction"
X Link 2025-12-10T14:00Z 7846 followers, XXX engagements

"$CRDO mkt cap back to $30B with this big flush Trailing price to sales down to XX from XX I have a very very conservative $1.47B revenue for next four quarters. That would imply "only" XX% revenue growth over the next year. (I would expect another 100%+ year) Forward price to sales under XX for that. For a company which grew XXX% in back to back quarters and TTM (trailing twelve months) is 224%. None of that matters until they are done pole axing it"
X Link 2025-12-10T17:00Z 7847 followers, 1163 engagements

"$TNX no mortgage rate drops for you"
X Link 2025-12-10T19:43Z 7847 followers, XXX engagements

"$KOPN very similar chart to $RCAT actually but above the MAs"
X Link 2025-12-11T19:57Z 7847 followers, XXX engagements

"$PYXS sold this yest on the X day range break. Sometimes your best trades are your stops. Look at the action in the 23ish hours since"
X Link 2025-12-02T15:01Z 7847 followers, XXX engagements

""Held up well during X day selloff in biotech" screen LOL this used to be infospace's ticker $INSP"
X Link 2025-12-03T12:50Z 7847 followers, XXX engagements

"$KRMN life has been detected Another amazing one the algos could not push it all the way down to fill the gap and instead just tagged the gap before jerking it back up. Rude"
X Link 2025-12-04T16:50Z 7847 followers, XXX engagements

"$ALMU $POET the more speculative optical stuff. Very low revenue (like less than your local McDs does in a year) but the peeps say these are the X to watch for 'next generation' photonics. Could certainly outperform the big boys who are benefiting in 'this generation' during upswings but will also usually suffer far more on pullbacks since not relying on a valuation model but 'future tech'"
X Link 2025-12-04T17:52Z 7847 followers, 4058 engagements

"$LITE XX min Working hard to raise investor awareness. Only thing I wish Lightpath would do more - they have an amazing story but almost zero attention. Hopefully in 2026 Sam gets out into a wider circle of conferences"
X Link 2025-12-06T14:50Z 7846 followers, 2279 engagements

"$CRDO Wow. I thought the $LITE conf call was bullish. This one even beats that one. The stock has been misbehaving since the massive earnings but it has come a long way YTD and once it settles in it should be good to go whenever that may be. But wow. Some people are going to retire on this stock if they hit on all objectives next 3-5 years. This does luckily have a 2X ETF $CRDU so can turbo charge. It will at some point get hit hard when lemmings sell when their QoQ growth falls from XXX% to XXX% (which will still be insane numbers). Will be a good time to squirrel some away long term when"
X Link 2025-12-07T16:59Z 7846 followers, 3415 engagements

"Deepest dives this year i.e. dove to the SEC filings and in X cases asking the secretary for weekly print out of CEO lunch: $LPTH $RCAT $DPRO $UMAC $ONDS $FCEL $LASR $KOPN $LITE $CRDO* $AVAV $KRMN $AMPX $CCCX $AXTI* $VICR $KRKNF $NRGV $DRO (RIP) *this weekend Feel like I am missing a few; time flies. Probably another XX I know a lot about but didn't go past website material and interviews"
X Link 2025-12-07T19:53Z 7846 followers, XXX engagements

"$DPRO stuck in this range. Needs to get over green to have a chance for any run"
X Link 2025-12-08T15:42Z 7847 followers, 1418 engagements

"$KRMN Mutombo'd @ XX day"
X Link 2025-12-08T16:01Z 7847 followers, XXX engagements

"$AMPX day X being rejected where it 'should' with X attempts to get over Fri and today. If it can clear $XXXXX maybe we get something. Otherwise no"
X Link 2025-12-08T20:41Z 7847 followers, 1058 engagements

""If she dead captain" $DPRO"
X Link 2025-12-09T14:53Z 7846 followers, 1219 engagements

"$IBB broke this range lows so keeping close tabs on my $LABU and see how it looks as the day progresses"
X Link 2025-12-09T15:17Z 7846 followers, XXX engagements

"Infospace continues to act well $INSP ;) Not in"
X Link 2025-12-10T15:12Z 7846 followers, XXX engagements

"$AMPX That is the thank you for nearly XXX% revenue growth QoQ and every other financial metric going bonkers. Don't know how people who only rely on fundamentals do it. I'd be so confused without technical analysis. Can't do much here until the price aligns with the fundamentals"
X Link 2025-12-10T15:27Z 7846 followers, 1086 engagements

"$RCAT Listened to the first half of this last night Not much new. Same alway optimistic and massive opportunities everywhere we turn are upon us. From this perch all I care about is in hand contracts go forward vs the fluff. If there is not an OTA attached from the DOD there is nothing to see. ********* Said of the $12M Skydio got from SRR $RCAT could have gotten another $5M (so it would have only been $7M) but made some reason Red cat didn't go after it. Said all $12M of @SkydioHQ SRR product is useless in an electronic jammed environment (so we wasted $12M of taxpayer money apparently)"
X Link 2025-12-11T14:24Z 7847 followers, XXX engagements

"Slight adjust on chart $LPTH Moved that orange resistance line from the double 10/31 11/12 highs @ $X to 10/28 high which is upper $9.10s. It's doing a good job building some energy for a push through; day X in this range. $XXXX it should go if and when. Now we wait"
X Link 2025-12-11T18:43Z 7847 followers, 2068 engagements

"$LPTH does what anyone would do when stonk is up XX% in a few weeks - start to utilize their $200M shelf Stonk drops. Me I cannot wait to see who they are buying. Their last acquisition may have been amongst the best of the last X years"
X Link 2025-12-11T21:56Z 7847 followers, 2330 engagements

"$IONQ also beauty (not in this one) $IONX"
X Link 2025-09-17T19:14Z 7840 followers, 1143 engagements

"$AEIS day X breakout Advanced Energy Industries Inc. is one of the leading suppliers of power subsystems and process-control technologies to the semiconductor industry. AEIS now focuses primarily on power-conversion solutions including direct current pulsed DC low-frequency high-voltage and radio frequency power supplies as well as matching networks and remote plasma sources for reactive gas applications and RF instrumentation to leverage the semiconductor flat panel display and industrial markets"
X Link 2025-09-24T11:40Z 7829 followers, XXX engagements

"$JAZZ a month later. After consolidating the August move it's now on a new move. Day X breakout No room for it myself"
X Link 2025-10-06T11:10Z 7825 followers, 1313 engagements

"$RKLB understandable squat considering it was mega extended this morning on trim of $RKLX If that gap fills it will be a pretty ugly candle tho"
X Link 2025-10-08T18:28Z 7846 followers, XXX engagements

"$RKLB avoided the topping tail yest. Has that unfilled gap. But right now day X of breakout without a care in the world. $RKLX"
X Link 2025-10-09T13:58Z 7846 followers, XXX engagements

"$RKLB $RKLX 2026 gonna be a hyyyyuge year ROCKET LAB SECURES MULTIPLE LAUNCHES WITH JAPAN AEROSPACE EXPLORATION AGENCY (JAXA) ROCKET LAB CORP - SIGNS CONTRACT FOR TWO ELECTRON LAUNCHES WITH JAXA"
X Link 2025-10-10T12:12Z 7846 followers, XXX engagements

"$BLDP you'd have expected -XX to -XX% today and crashing at least to the X ema if not thru. Instead. Hmmm"
X Link 2025-10-17T00:39Z 7821 followers, XXX engagements

"$PEGA is back. See if it can flag and tighten up this week. Low-code automation software company Pegasystems. Revenue: $XXXXX million vs analyst estimates of $XXXXX million (17.3% year-on-year growth XXX% beat) GenAI Blueprint is the star driving the companys impressive Pega Cloud growth. Blueprint helps customers design internal applications faster than they could using AI. The tools created by Blueprint then predictably automate tasks following guidelines set up by humans. Pega argues that this allows its AI agents to provide consistent customer results. AI agents not built in this way can"
X Link 2025-10-26T14:15Z 7837 followers, 1206 engagements

"$ASTS she has that look. $ASTX"
X Link 2025-10-27T19:55Z 7830 followers, XXX engagements

"$NVT anything with the electric grid is booming. Would like to see this flag now for some weeks to gain power to charge forward. (puns not intended) *************** It forecasts sales growth of XX% to XX% for the year compared to a prior range of XX% to 26%. The updated guidance reflects momentum in data centers as well as record orders and backlog in the third quarter Chief Executive Beth Wozniak said. The company has expanded several facilities to support data center and power utility growth she noted. Revenue rose to $XXXX billion compared with $XXX million a year ago. Analysts expected"
X Link 2025-11-02T15:20Z 7834 followers, XXX engagements

"$XMTR earnings reaction finished at HOD The online marketplace reported quarterly revenue of $XXXXX million compared with $XXXXX million in the same quarter last year. Analysts polled by FactSet were looking for revenue of $XXXXX million. Losses for the quarter were $XXXX million or XX cents a share compared with last year's $XXXX million or XX cents a share. Analysts were expecting a loss of $XXXX million or XX cents a share. Adjusted earnings were XX cents a share compared with the XX cents analysts had forecast. Xometry said quarterly marketplace revenue growth was XX% driven by strong"
X Link 2025-11-05T12:40Z 7831 followers, XXX engagements

"$NVT did undercut gap low but didn't fill gap. Something like this will probably annualize 23-28% a year next X years quietly off the side during the electric grid upgrade cycle and most of us will be trading 40x a week to try to match that 😅"
X Link 2025-11-05T20:46Z 7834 followers, XXX engagements

"$XMTR - they don't want to let it go"
X Link 2025-11-06T18:33Z 7829 followers, XXX engagements

"The rare and elusive "up and out" . not often said since mid October $XMTR"
X Link 2025-11-07T19:53Z 7829 followers, XXX engagements

"Hegseth: Speed & volume. Commercial first. $KTOS $KRMN $AVAV $RCAT $ONDS $UMAC $LPTH $KOPN $DPRO Some sweating for $RTX $LMT $GD $NOC"
X Link 2025-11-08T15:41Z 7827 followers, 6119 engagements

"$KRMN deeper dive coming out later today. Had a great run with it Sept/Oct when all it did was moderately go up nearly every day without any volatility which is a dream setup for a trader. Wasn't in this last week. Started to do the multiple "topping tail" thing I don't like and then $KTOS hurt the group along with govt shutdown fears. Post ER I was hoping it was "stay down" for a while and "fill the gap" from early Sept but they sure came in hot and heavy for it. It did fill the higher gap. That said not out of the woods yet. Below XX day. Selfishly would like to see it falter for a while"
X Link 2025-11-08T17:25Z 7826 followers, XXX engagements

"$KRMN Q3 & CC A non prime defense company plying all sort of exciting spaces. @karman_spacedef Maybe if their CEO wore Hawaiian shirts flip flops and sported a mullet it would get more attention but works for me. Feb IPO around $XX - rallied to almost $XX. I didn't pay enough attention to it early in its public life. Kept hitting my screens this summer and I finally took the plunge (but currently out) High on radar (no pun intended) go forward next few years. Feels like one for non traders you buy some shares and stick in the shoebox under the bed and come back to in X years. But for traders:"
X Link 2025-11-08T18:20Z 7826 followers, 2867 engagements

"$KRMN things"
X Link 2025-11-08T18:24Z 7826 followers, XXX engagements

"FLIR is embedded inside $TDY (acquired in 2021). Right now it is the star business line for Teledyne. "record new orders" "backlog growth" I wonder who that bodes well for. ************** Teledynes third quarter was marked by revenue and non-GAAP profit exceeding Wall Street expectations though the market responded negatively to the results. Management attributed the performance to robust defense-related businesses growth in unmanned systems and a recovering short-cycle commercial segment. CEO Robert Mehrabian highlighted Our strong portfolio always protects us from market turbulence while"
X Link 2025-11-10T12:24Z 7845 followers, 1978 engagements

"Taking some off here $XMTR - extended That's how almost everything "good" looked first XX days of October. Now a rare bird indeed"
X Link 2025-11-10T16:15Z 7829 followers, XXX engagements

"$LASR laser sharks -- would like to see this hold upper $33s for the move to continue Going to clump it in with the $AVAV $KRMN $KTOS area of my sector spreadsheets go forward. Not the same type of company but since aero and defense is going to be their main growth driver go forward that is as close of a group as I have"
X Link 2025-11-11T17:28Z 7831 followers, 2127 engagements

"$AGX another electrification play - day X of breakout without immediate failure Have to go relook at their last earnings h/t Justin on this one"
X Link 2025-11-12T19:49Z 7834 followers, XXX engagements

"$BLDP showing some life as a business. +120% revenue growth. Gross margin up to 15%. But if you are a growth stock it doesn't matter right now. Down to XX day. Will be an area of focus go forward as this should be the golden era for hydrogen fuel cell. Have some 2028 calls in $FCEL underwater now. **************** Ballard Power Systems logged a narrowed loss in the third quarter thanks to its heavy-duty mobility segment driving revenue higher. The Canadian hydrogen fuel cell technology company on Thursday reported a narrowed loss from continuing operations of $XXXX million or X cents a share"
X Link 2025-11-13T14:56Z 7834 followers, 1625 engagements

"$XMTR stopped out Thu on that ugly candle; looked great Wed with X small ranges after the breakout Monday. Still of interest. Just a bad market for growth"
X Link 2025-11-15T17:53Z 7828 followers, XXX engagements

"Stalking $KRMN on that gap fill No LEAPs yet furthest out is Sep XX. If it had LEAPs those are the instruements that will retire some people. Ask your investing friends if they know the name - almost no one does. Have to be a serious nerd if you do. They should rename themselves Golden Dome Center of Gravity .AI"
X Link 2025-11-15T23:21Z 7825 followers, 1445 engagements

"$CELC Wed was the breakout"
X Link 2025-11-16T14:59Z 7825 followers, XXX engagements

"Lost track of it - it acted perfect post breakout consolidated built a base then broke out again. $CELC"
X Link 2025-11-16T15:00Z 7825 followers, 1193 engagements

"Don't see anything amazing in the results but they like the stock. And correct sector. $PTCT Overview PTC Therapeutics Q3 revenue rises to $XXX mln helped by Sephience launch PTC reports Q3 net income of $XXXX mln reversing previous year's loss of $XXXXX mln Outlook PTC expects full-year 2025 revenue of $XXX mln to $XXX mln Company projects 2025 GAAP R&D and SG&A expenses of $XXX mln to $XXX mln PTC anticipates 2025 non-GAAP R&D and SG&A expenses of $XXX mln to $XXX mln Result Drivers SEPHIENCE LAUNCH - Strong initial uptake of Sephience with $XXXX mln in Q3 revenue and XXX start forms in the"
X Link 2025-11-16T15:43Z 7846 followers, 1287 engagements

"Going to start tracking $BLDP closer - same fuel cell space as $BE $FCEL but a focus on transportation things rather than say data centers like the other X. So doesn't quite have the same tailwinds but they did get a huge revenue spike this quarter. And their stationary business (not mobile) did get a spike of XXX% (but off a tiny base) YoY to $3.8M. Like $FCEL it's been lost in the wilderness for decades. But maybe the time is now for these X. These are some pretty impressive metrics but they picked an awful time to report them in terms of the hate for growth right now. First really nice"
X Link 2025-11-16T16:41Z 7835 followers, 1133 engagements

"$ESLT a $LPTH customer (not implying any of this is headed $LPTH's way just noting it) Elbit Systems Signs A $XXX Billion International Contract"
X Link 2025-11-17T14:33Z 7835 followers, XXX engagements

"$LGN A Mystic play. Have not had time to look at it but not many charts outside biotech look like this Record Q3 results featured XX% organic revenue growth XX% EBITDA growth and a XX% increase in backlog. Guidance for 2026 anticipates continued strong growth with the Bowers acquisition set to expand scale and capabilities in high-growth data center markets"
X Link 2025-11-17T14:37Z 7825 followers, 3344 engagements

"$LGN continues to 'mystically' levitate Not in"
X Link 2025-11-18T17:56Z 7825 followers, XXX engagements

"$PYXS continues to look great"
X Link 2025-11-20T15:12Z 7834 followers, XXX engagements

"$GH I am happy they didn't rotate out of the $IBB $XBI stuff as I thought that may happen as the lemmings rotate into the AI trade. The fact they STAYED in these tells me this has a good chance to be sustained and won't fall over once tech gets back in favor. Bio has been so out of favor for so many years - but it can act like tech. It just hasn't in a long time. Maybe 2026 is the year. ( $GH is more "medical testing" than bio but you get the gist)"
X Link 2025-11-20T16:00Z 7837 followers, XXX engagements

"What part of "go fill the gap" do you not understand buddy $KRMN"
X Link 2025-11-20T18:25Z 7825 followers, XXX engagements

"$CELC continued strength"
X Link 2025-11-21T03:44Z 7825 followers, 1252 engagements

"$GH Started off the X ema"
X Link 2025-11-21T14:56Z 7839 followers, XXX engagements

"$PYXS zoom zoom Going to be interesting if it can boom boom once the market gets out of its own way"
X Link 2025-11-21T15:08Z 7834 followers, XXX engagements

"$KRMN gap within breathing distance"
X Link 2025-11-21T16:11Z 7825 followers, XXX engagements

"$CELC continues"
X Link 2025-11-21T16:17Z 7829 followers, 1159 engagements

"So far so good $GH "Very nice""
X Link 2025-11-21T19:41Z 7839 followers, 1214 engagements

"$SARK - short $ARKK was a reasonable option lately"
X Link 2025-11-22T12:04Z 7840 followers, XXX engagements

"This government. 🤡 $UMAC $RCAT $DPRO $UAVS"
X Link 2025-11-24T11:11Z 7835 followers, 1663 engagements

"This is "medical tech" not "tech tech" $TCMD Not in this one"
X Link 2025-11-24T15:26Z 7825 followers, XXX engagements

"If I had cut $RCAT $LPTH as I would any other stock upon technical break on their individual charts in October think I'd be up for the month after today. But I let the old devil "fundamental investor" take over the technical. That's ok. I am still in awe Lightpath is not a $8-10 stock even after a drawdown. Valuation is so nonsensical. Sub X trailing price to sales for back to back 40-80% quarters. Wack. :) The feral cat - well totally understand the price action"
X Link 2025-11-24T21:08Z 7845 followers, 1618 engagements

"What a nice non volatile run $PTCT Never got in this one"
X Link 2025-11-25T12:23Z 7846 followers, XXX engagements

"$LGN quietly performing"
X Link 2025-11-25T14:35Z 7825 followers, XXX engagements

"$ANVS this one is going to really bug me I see"
X Link 2025-11-25T14:57Z 7825 followers, XXX engagements

"$VIAV Don't trust orange breakout line Do trust green breakout line If it holds on the day will probably be in shortly. It didn't fill ER gap"
X Link 2025-11-25T15:01Z 7846 followers, 1352 engagements

"$ATEC more spine"
X Link 2025-11-25T15:20Z 7831 followers, XXX engagements

"$VIAV a lot of good buzzwords and some growth to boot. Love when the charts point you to the fundamentals"
X Link 2025-11-25T15:57Z 7846 followers, XXX engagements

"$ONDS $DPRO continue to be the only winners this year in the group $UMAC $RCAT $UAVS"
X Link 2025-11-25T16:17Z 7845 followers, 2296 engagements

"Some of these major XX XX XX% drops and then taking within a % or two of the gap fill but then jerking it back up are nasty work. Damn algos. $KRMN"
X Link 2025-11-25T18:11Z 7831 followers, XXX engagements

"Creeped somewhat into tech today with $VIAV and $WULF ETF (tight leash on latter) but mostly still focused on medical things as add ons or new positions. The latter sector is a bit extended so could use a breath for a day or two. $GOOG could use a pullback or at least sideways as well. My 'not in favor' legacy tech portion of the portf $CCCX $DPRO $RCAT $KOPN $LPTH $AMPX $FCEL continues to act anywhere from not great to morbid. All X down today for example. While mostly in longer dated calls it still is mostly a black hole and weighing down overall performance"
X Link 2025-11-25T19:56Z 7845 followers, XXX engagements

"$ATEC Wouldn't necessarily been in this one like the X above but it is out to highs"
X Link 2025-11-26T12:51Z 7831 followers, XXX engagements

"$VIAV very happy with the move here in a day This doesn't have much of a base so this type of structure can rally near/to old highs and then reverse so will be watching close. Took some off here just to lock in some profits"
X Link 2025-11-26T17:04Z 7846 followers, XXX engagements

"While looking thru the $DRS story line these quotes came up from earlier earnings call. @BussinBiotech has mentioned them before. Lightpath's European sales were its largest geographic jump last quarter. $LPTH remains a ridiculous market valuation with all the tailwinds and moat it has. "mid term diversification" "alternative sourcing" ********************** Kristine Liwag (Morgan Stanley) inquired about the germanium sourcing strategy and inventory outlook. CEO William Lynn discussed short-term reliance on buffer stock and recycling with mid-term diversification away from China. Michael"
X Link 2025-11-28T13:08Z 7821 followers, 1432 engagements

"A quick look at $LGN A @pennycheck special This is one of those no one will pay attention to and most likely in X years will be +100% PPS as they are not in an exciting sector. Basically HVAC piping electrical plus the associated design services for new buildings. XX% of sales are data center buildings along with a good chunk of life sciences (20%) and education (20%). They service both existing and new builds. Lower gross margin due to sector it's in @ 20%. Revenue +26% YoY last Q to $708M - annual run rate $2.8B+ They usually acquire smaller companies but just announced a massive"
X Link 2025-11-28T13:21Z 7825 followers, 2412 engagements

"Sold some $WULX $CIFU here +8% on day - tremendous moves in these $CIFR $WULF"
X Link 2025-11-28T14:36Z 7834 followers, XXX engagements

"$ANVS is just mocking me at this point"
X Link 2025-11-28T15:13Z 7825 followers, XXX engagements

"$LIDR some old friends are waking up"
X Link 2025-11-28T15:23Z 7848 followers, 1265 engagements

"$TAKOF First real listen on this company. Rooting for them from afar Glen seems like a good guy. Hopefully they can uplist in the year ahead. Inside Volatus Aerospace: CEO Glen Lynch Talks Expansion Innovation an. via @YouTube"
X Link 2025-11-29T00:15Z 7831 followers, XXX engagements

"Not biotech / therapeutics $GLBE"
X Link 2025-11-30T12:20Z 7825 followers, XXX engagements

"$GLBE b/o Monday. Overview Global-e Q3 2025 revenue grows XX% beating analyst expectations Adjusted EBITDA for Q3 2025 increases XX% year-over-year Company announces $XXX mln share repurchase program Outlook Global-e raises FY 2025 GMV guidance to $XXXXX bln - $XXXXX bln Company expects Q4 2025 revenue between $XXXXX mln and $XXXXX mln Global-e projects FY 2025 adjusted EBITDA of $XXXXX mln - $XXX mln Result Drivers MERCHANT EXPANSION - Growth driven by new and existing merchants leveraging Global-e's platform per CEO Amir Schlachet NEW SERVICES - Co cites innovative value-added services and"
X Link 2025-11-30T15:02Z 7825 followers, 1061 engagements

"$PYXS Still in would consider a stop on the X day range break"
X Link 2025-11-30T16:19Z 7845 followers, 1269 engagements

"$KRMN has premium valuation but premium growth - accelerated into 40%+ last Q YoY. Has the price to sales ratio to show for it. $LASR is a re-rating story. If they can get to a 8-9 price to sales forget 12x there is a lot of upside"
X Link 2025-12-01T00:50Z 7831 followers, XXX engagements

"What a photo; looks like the inside of a spider web $RCAT $DPRO $UMAC Meanwhile back at the fort this drone dominance thing will start up . well when we get around to it. BUT WE HAVE EXECUTIVE ORDERS YOU GUYS YEAH Russia Gains the Upper Hand in the Drone Battle Once Ukraines Forte - Moscows military has gotten better at using the wars deadliest weapons: small cheap drones h/t Sam Rubin"
X Link 2025-12-01T02:05Z 7846 followers, XXX engagements

"$LABU ended week at scalding RSI XX (as were 1X ETFs) so took pretty much everything off Friday. Wouldn't mind a restock in low to mid $150s if they would be so kind. Low $160s in pre. $IBB $XBI"
X Link 2025-12-01T13:03Z 7837 followers, 1333 engagements

"$ONDS nice to see a company who has. orders"
X Link 2025-12-01T14:21Z 7834 followers, 1924 engagements

"$PYXS sadly let her go this morning on the X day range break. Been a good one for me"
X Link 2025-12-01T14:44Z 7845 followers, 1132 engagements

"$IBB $XBI $LABU only have pulled back to X ema thus far"
X Link 2025-12-01T14:52Z 7837 followers, XXX engagements

"🎵We don't need another $ERO ( $ERO $ERO) We don't need to know the way home"
X Link 2025-12-01T14:54Z 7846 followers, XXX engagements

"$TDC whatever the heck they are doing the mkt is liking it Teradatas third quarter saw a positive market response with management attributing the upside to progress in annual recurring revenue and improved operating efficiency. CEO Stephen McMillan emphasized the companys acceleration in total ARR growth citing strong customer adoption of Teradatas AI and hybrid cloud offerings. The companys focus on enterprise AI workloads and hybrid deployment flexibility resonated with clients across industries while cost controls and a shift in the services business contributed to margin expansion."
X Link 2025-12-01T15:16Z 7846 followers, XXX engagements

"$LIDR reversed Bummer. When this one goes - it can really go"
X Link 2025-12-01T15:17Z 7825 followers, XXX engagements

"What the heck is going on in Macau Early celebration of the eventual conquest of Taiwan $LVS $WYNN"
X Link 2025-12-01T18:05Z 7830 followers, XXX engagements

"only quarter similar I can recall this period was $AMPX and that was off a tiny revenue base in a relative sense $CRDO $CRDU +15% in pre which still seems too low. Susquehanna analyst Christopher Rolland described it as "another blowout quarter" hiking his price target to $XXX from $XXX that implies a XX% jump from Monday's closing price. "This was another remarkable report from Credo as the beat and raise was far larger than we anticipated" he said. Stifel Research analyst Tore Svanberg maintained a Buy rating on the stock with a $XXX price target implying XX% upside from Monday's closing"
X Link 2025-12-02T12:58Z 7831 followers, XXX engagements

"$VICR portfolio currently full so don't have room but this one continues to act great and looks like a great 2026 ahead on the royalties play"
X Link 2025-12-02T15:17Z 7825 followers, XXX engagements

"$ATEC hell of a run - important spot to hold for near term momentum"
X Link 2025-12-02T15:23Z 7831 followers, XXX engagements

"A lot of bios breaking 2-3 day range today. No surprise this group getting hit as these were scorching hot coming into the week. RSI XX and XX in the ETFs as mentioned Friday. $IBB $XBI $LABU Main question is what sort of pullback would they take. Most individual names I am watching (or were in) are pulling back a bit harder than I would have preferred .and look headed to their X emas rather than just sitting on their X emas. Pulling back to X emas and sitting tight and going sideways for a week would have been preferred. Will keep any that are doing that. Any I am owning which broke a 2-3"
X Link 2025-12-02T16:13Z 7837 followers, XXX engagements

"Yeah its just a levered play on the $IBB $XBI types but more broad. RSI was XX Friday - all these needed some break. Now that we are getting it it will be important to see how they react. If they are back in business by next week it would be a good thing. If they go back into a X year tailspin than that is what they have been doing for years. But I think the AI is going to help biotech bigly angle is pretty big here so hoping for the former. No major damage done aside some small names"
X Link 2025-12-02T17:25Z 7840 followers, XX engagements

"Nice catch on $RCAT reddit We are so friggin behind China. But every X months we can put out a website and some executive orders. We have been sitting on these EOs for HALF A YEAR WITHOUT FUNDING. A joke"
X Link 2025-12-02T19:02Z 7846 followers, XXX engagements

"$LITE recaptured yesterday's low. Nice algo shake today - lasted longer than usual so they got me for a partial sell of stake. Now back to where I was at start of day cost me a few sheckles for the pleasure"
X Link 2025-12-02T19:11Z 7822 followers, XXX engagements

"$SYM ok I don't feel so bad about how $LITE acted today. They are doing some nasty things out there today. Gross"
X Link 2025-12-02T19:45Z 7822 followers, 1925 engagements

"$GLBE from weekend review. Quiet continuation"
X Link 2025-12-03T02:38Z 7825 followers, XXX engagements

"Biotech X day correction took out a lot of names actually. $IONS is standing out"
X Link 2025-12-03T02:39Z 7844 followers, XXX engagements

"Mid week thoughts: Got some good biotech shakeout early this week. Scanning those names to see who is holding the best like $IONS $SVRA Stopped out of most everything in that sector yest to lock in profits; but still circling it until I see a lot of breakdowns past the XX day emas. Looking for those who are holding the X ema on this shakeout. The speculative growth stuff from early October is still weak by and large (quantum battery fuel cell drone nuclear whatever). They gave us $WGMI names for about a week and largely smashed those yest with the $IREN offering. The $CRDO news should have"
X Link 2025-12-03T12:27Z 7846 followers, XXX engagements

"$ACAD continued strength - broke out last week"
X Link 2025-12-03T12:48Z 7821 followers, XXX engagements

"$HRMY "Held up well during X day selloff in biotech" screen"
X Link 2025-12-03T12:57Z 7825 followers, XXX engagements

"Do or die time soon $LITE They are really pressuring last X days"
X Link 2025-12-03T14:46Z 7825 followers, XXX engagements

"Biotechs holding the X emas after a bit of undercut $XBI $IBB Still top focus as they carnage thru most of tech still ex semi"
X Link 2025-12-03T15:14Z 7835 followers, XXX engagements

"$APGE pulled back to X ema and go"
X Link 2025-12-03T15:18Z 7825 followers, XXX engagements

"$LABU doing fine after massive overbought RSI 77-78s $IBB $XBI We are now back to low to mid 60s and off the scalding levels. Just what wanted to see. Restarted this today - will give it to yesterday's LOD"
X Link 2025-12-03T15:44Z 7825 followers, XXX engagements

"$RVMD Strong like ox. Not in"
X Link 2025-12-03T15:56Z 7831 followers, XXX engagements

"$CELC X tests here of X ema including "close on lows" yest which makes one antsy. Hasn't broke yet. A clearance of about $XXX gets you "up and out" Stalking"
X Link 2025-12-03T16:49Z 7831 followers, XXX engagements

"$AMPX trying for 21/50 emas from below. Break above would be very helpful. Will take some steam to do it. Nice to see some life from some of these XX LEAP types Top X earnings report of the cycle"
X Link 2025-12-03T18:12Z 7845 followers, XXX engagements

"$BLSH over XX ema only old enough to have XX day and nothing older. Crypto / stablecoin related"
X Link 2025-12-03T19:04Z 7840 followers, XXX engagements

"$MDB no hijinks this morning like they did to $CRDO Holding earnings gap (mostly) nicely"
X Link 2025-12-03T19:43Z 7822 followers, XXX engagements

"$LABU sell at RSI XX buy at RSI XX Just as Benjamin Graham wrote"
X Link 2025-12-04T02:40Z 7824 followers, XXX engagements

"$KTOS we are sensing life in the vehicle"
X Link 2025-12-04T16:48Z 7825 followers, XXX engagements

"$LABU back just about to highs after that couple day cooling off period. Perfect action. $IBB $XBI Still thinking "AI is going to help biotechs discover things way faster" could be a big theme for XX and we are just starting to see that theme since October. Let's see in a year"
X Link 2025-12-04T18:25Z 7835 followers, 1232 engagements

"Thank you Sect Wright for your service to my portfolio. One of the biggest grifts out there and about X people on this site have it figured out $LBRT Obviously institutions are figuring it out. Aside the grift it has a whole energy generation re-rating of co valuation thing going on. Just like $PUMP DO THE HOMEWORK"
X Link 2025-12-04T19:00Z 7846 followers, XXX engagements

"$PUMP $LBRT - aside SNL references and the Sect of Energy grift there is a whole re-rating going on for these X. If you do the homework. 👇👇👇"
X Link 2025-12-04T19:02Z 7833 followers, XXX engagements

"I need some rare earth in my life now as we may get some of that lovin back to the group; about X candidates the charts turned nicely past XX hours. $NB very attractive here on the breakout of a X week base. Also it is an actual solid grift candidate"
X Link 2025-12-04T19:03Z 7846 followers, XXX engagements

"$USAR hyuge rally to the 50/100 day double resistance. Other stonks like $UMAC ripped through that like it wasn't there. Not really my type of setup but if rare earth gets a true bid it wont matter which one really - they all tend to go in a pack"
X Link 2025-12-04T19:05Z 7843 followers, XX engagements

"If Mongo can just chill like this for another week while moving averages catch up you have a nice risk reward trade - could work could fail but you would have a very nice setup. $MDB It has $MDBX as the 2X. Stalking"
X Link 2025-12-04T19:16Z 7824 followers, XXX engagements

"Enough with this $ONDS drone dominance thing. $RCAT $UMAC $UAVS Over the last XX days it's been almost all equal except for our laggards from the 51st state. 🍁 $DPRO Throw a dart they are all the same. 😝"
X Link 2025-12-04T20:18Z 7846 followers, XXX engagements

"@Oceanus23686454 I went with $NB +3.8% so far in the early going. But yeah they should all go en masse if they go"
X Link 2025-12-04T20:55Z 7834 followers, XX engagements

"People really do not get the story here in the out years. The opportunity is enormous and there are another 3-4 layers in 2028-2029 coming too $LPTH I am boggled $TDY has not made an offer at these lame prices to combine with FLIR and then you'd see a juggernaut with all the re-engineering over next XX months. Or maybe they have and Sam said go to hell. He told @AlphaWolfTrding he is just having too much damn fun"
X Link 2025-12-05T01:47Z 7845 followers, 1458 engagements

"Big day for nuclear but I'd say there charts are still challenged more than most groups. Doesn't mean they cannot be the #1 group go forward - just a matter of your taste in trading. $NNE"
X Link 2025-12-05T14:13Z 7844 followers, XXX engagements

"Top focus today loaded yest - man v algo $CRDO $CRDU"
X Link 2025-12-05T14:36Z 7825 followers, XXX engagements

"$QNCX Great success Selling some"
X Link 2025-12-05T14:44Z 7822 followers, 1083 engagements

"$ACAD what a move - never got in"
X Link 2025-12-05T14:49Z 7822 followers, XXX engagements

""Internet of things" was down last night apparently post earnings. Nice breakout. $IOT ************ Samsara whose technology helps connect physical operations like construction and shipping posted adjusted earnings of XX cents a share for its fiscal third quarter ended Nov. X. Analysts had forecast a profit of XX cents a share per FactSet. Revenue totaled $XXX million up XX% from the year-ago period and above Wall Street's call for $XXXXX million. Annual recurring revenue or ARR also grew XX% from last year. Samsara stock slipped XXX% in after-hours trading after closing the session up 4.4%."
X Link 2025-12-05T14:59Z 7825 followers, XXX engagements

"$BMNR Tom Lee himself is holding up a bit better than $ETHUSD which is interesting. No pos"
X Link 2025-12-05T15:21Z 7845 followers, XXX engagements

"We are doing the robot / automation / buy anything X degrees of Kevin Bacon's robotic Cramerica thing again $PEGA Keep eating while the eating is good. When the music stops the robots/automation die. Rinse wash repeat"
X Link 2025-12-05T15:33Z 7821 followers, XXX engagements

"$CRDO they are not making this one easy Will asses if and when at the X ema. If it continues weak they probably try the undercut stop loss run thing they did with $LITE earlier in week. Step 1: Break the lows of prior X days (run stops for those with tight stops) Step 2: Get to X eme break that (run stops) Step 3: Reverse it all after gathering all those shares (U&R) That is an algo scenario I am contemplating if it doesn't reverse quickly. Will manage around that if that's how it plays out derisking a bit and then getting back in when it does the "reverse up" thing if that is how it plays"
X Link 2025-12-05T15:43Z 7822 followers, 1055 engagements

"$LABU $XBI $IBB"
X Link 2025-12-05T16:47Z 7835 followers, XXX engagements

"$AMPX stalled where it should If and when it breaks over"
X Link 2025-12-05T17:11Z 7844 followers, 1106 engagements

"$IONS next week should be a move one way or the other. It's coiled. Just no one knows the direction of the break"
X Link 2025-12-05T17:58Z 7845 followers, 1017 engagements

"Still a favorite for 2026 but currently not in $VICR Immense strength during the selloff North of $XXX it probably goes"
X Link 2025-12-05T18:03Z 7825 followers, XXX engagements

"$QNCX sold another batch - down to trailer What does it do Therapeutic things. That's about all I know. It goes up"
X Link 2025-12-05T18:31Z 7825 followers, XXX engagements

"$CRDO fine nothing significant done to the downside. Broke prior X days lows bounced off X ema Waiting to see more strength to get back to bigger size. $CRDU"
X Link 2025-12-05T18:45Z 7824 followers, XXX engagements

"$FLNC great Thu/Fri Never got in this one"
X Link 2025-12-05T20:30Z 7843 followers, XXX engagements

"@MartyChargin @william_R2Rclub to be fair $COHR has been great too"
X Link 2025-12-06T14:40Z 7846 followers, XX engagements

"Many of these are moving together because of sector but $LITE has the revenue growth to show it is executing "now". i.e. XX% growth vs $COHR +17%. $AAOI does have the growth but always has been a difficult one for trading as it behaves badly a lot"
X Link 2025-12-06T15:18Z 7826 followers, XXX engagements

"Deep diving $AXTI fundies this AM. Found it via strong chart a month ago when most tech stocks were in the sewer so was just trading the stock past month. I knew about the indium phosphide angle but isn't THIS ironic 👇 AXT is a material science company that develops and manufactures . wafers comprising indium phosphide (InP) gallium arsenide (GaAs) and germanium (Ge). 👈"
X Link 2025-12-06T16:33Z 7835 followers, 1333 engagements

"$LITE Ridiculously bullish conference. Love that the CEO pointed out at beginning they have a lower performing business that needs fixing unlike most CEOs who crap sunshine at these talks. So major points for that alone in terms of belief in leadership. Multiple business lines are at capacity with unrelenting demand i.e. the only thing holding them back is their own capacity to produce. And that's at least thru 2027 so X years. After that who knows but that's some runway. Bringing in people with specialization in ramp ups and manufacturing to help their manufacturing efficiency and overall"
X Link 2025-12-06T16:39Z 7829 followers, 2088 engagements

"So much opportunity in biotech while everyone still is fighting over XX stocks working in tech due to being Pavlov dogs $VERA"
X Link 2025-12-06T19:35Z 7824 followers, XXX engagements

"$HRMY tagged it on 12/3 Missed the breakout in all the excitement with LPTH About a XX% move from breakout level in X days. Tech still isn't the place to focus"
X Link 2025-12-06T19:39Z 7826 followers, XXX engagements

"Well that's some interesting volume spikes $EVTL"
X Link 2025-12-06T19:41Z 7830 followers, 1209 engagements

"@Coral16800 @mblancresearch Who is to blame for guiding $25M of non Army Black Widow sales and $25M of non Army Edge XXX sales in 2025"
X Link 2025-12-07T15:39Z 7846 followers, XX engagements

"@grok This seems very recent Could you try again 1/1/25 to 12/7/25"
X Link 2025-12-07T20:06Z 7821 followers, XX engagements

"$SMTC interesting strength past week"
X Link 2025-12-08T01:45Z 7845 followers, XXX engagements

"@crux_capital_ $CRDO is coming for optics too"
X Link 2025-12-08T12:00Z 7823 followers, XXX engagements

"$NRIX +18% in pre on upgrade. Dang didn't get a chance to sneak in. Nurix Therapeutics Price Target Maintained With a $26.00/Share by Needham"
X Link 2025-12-08T12:30Z 7828 followers, XXX engagements

"$CRDO would like to see this calm down this week flag reduce daily range and build. Initial reaction not great but that has nothing to do with the fundamentals. Topping tail pause (at that point EOD Wed it looked fine) then sell day then sell day. Chart was choppy in the months before as well and fell much more than the pure play photonics types like $LITE"
X Link 2025-12-08T14:14Z 7830 followers, 1085 engagements

"$LITE +4.5% in pre The AIM-traded firm said the renewed deal covered the continued supply of IQEs compound semiconductor epiwafers which underpin Lumentums portfolio of photonic products used in consumer electronics automotive LiDAR and in-cabin sensing systems. It said the collaboration centred on IQEs expertise in vertical-cavity surface-emitting lasers or VCSELs which supported the development and mass production of 3D sensing components across Lumentums platforms. The companies had worked together for several years as demand grew for semiconductor technologies enabling next-generation"
X Link 2025-12-08T14:27Z 7824 followers, XXX engagements

"$BE blue lines matter Shaking some this morning"
X Link 2025-12-08T14:43Z 7825 followers, 1385 engagements

"$KRMN 3rd tap on XX day from below"
X Link 2025-12-08T14:58Z 7845 followers, XXX engagements

"$NB not an immediate follow thru but so far has held the blue line. Will exit on break if and when"
X Link 2025-12-08T14:59Z 7845 followers, XXX engagements

"$CRDO so far no calmness Until this changes can't commit much to the cause no matter how great the fundamentals are"
X Link 2025-12-08T15:12Z 7826 followers, 1105 engagements

"$BE don't love this - my stop is just below"
X Link 2025-12-08T15:17Z 7825 followers, 1345 engagements

"$COHR getting pulled up by sector as its revenue growth so far has lagged group But only price matters. I should have stayed in this one"
X Link 2025-12-08T15:19Z 7833 followers, XXX engagements

"$BE took loss bit larger than I wanted. Not sure if any specific news but pretty wretched action. Nothing to indicate that on the close Friday it actually looked great. Part of the process"
X Link 2025-12-08T15:23Z 7840 followers, 1463 engagements

"$ONDS is now the the #1 meme for $MEME ETF I never know how to react to this - i.e. should you be offended by being on their holding list I only caught this as I was looking to see if any news was out there for $BE Which somehow is #2. It's a legit co. 🙄 I can at least understand some of the other ones on the list"
X Link 2025-12-08T15:32Z 7835 followers, 2067 engagements

"@i_manage_risk How is $APLD on that list - I see almost no one talk about that stock"
X Link 2025-12-08T16:50Z 7847 followers, XXX engagements

"$LITE fireside chat this morning at Raymond James (30 min) Very educational if you are into the whole "learning" thing. Nothing new financial they didn't disclose in conf call (to be expected). But a good overview of their product lines and opportunities. Bottom line is the industry is supply constrained and should be for at least X years"
X Link 2025-12-08T17:38Z 7831 followers, XXX engagements

"$TNX not exactly acting as one would expect into a Fed rate cut meeting. Usually they have sold yield down into the meeting and then ramp it right back up after frustrating anyone in a housing trade. This time it's ramping up into the meeting. Interesting"
X Link 2025-12-08T17:58Z 7847 followers, XXX engagements

"At least the pump and dumps are brazen now. What used to happen on Silicon Investor or Yahoo message boards now is just normal business in today's Cramerica. And Eric Jackson's Canada. $QLCS ************ ** Shares of quantum computing firm Q/C Technologies QCLS gain XXXX% to $XXX premarket after doubling in the last two sessions ** Retail traders bought more than $XXX mln worth of QCLS stock in the last two sessions according to data from Vanda Research ** QCLS is the #8 most trending stock on retail investor forum Stocktwits as of Friday ** On Wednesday convicted former pharmaceutical"
X Link 2025-12-08T20:04Z 7835 followers, XXX engagements