@mark_to_mkt Mark to Mkt

Mark to Mkt posts on X about strong, ai, company, $gds the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 62.94% finance 10.49% cryptocurrencies 6.99% technology brands 6.99% countries 2.8% automotive brands 1.4% celebrities 0.7%

Social topic influence strong 12.59%, ai 9.09%, company 7.69%, $gds 7.69%, $vnet #42, breakout #1007, $hstech 5.59%, $kc 4.9%, kc 4.9%, edge #2146

Top accounts mentioned or mentioned by @venu7 @shakepryzby1 @gifted_0x @epictrades1 @rohanpaulai @josephwang @investingvisual @sullycnbc @kobeissiletter @optionsmir @chasing_long @kaelzorath

Top assets mentioned Kingsoft Cloud Holdings Limited (KC) Allegro Microsystems Inc (ALGM) Moderna Inc (MRNA) Fastly, Inc. (FSLY) Akamai Technologies, Inc. (AKAM) Vertiv Holdings Co (VRT) Liberty Energy Inc. (LBRT) Alibaba Group (BABA) Texas Instruments (TXN) Viavi Solutions Inc. Common Stock (VIAV) Lumentum Holdings Inc. Common Stock (LITE) Astera Labs, Inc. (ALAB) Rivian Automotive, Inc. (RIVN) Cloudflare, Inc. (NET) Builders FirstSource, Inc. (BLDR) Applied Optoelectronics, Inc. (AAOI) NVIDIA Corp. (NVDA) Lattice Semiconductor Corp (LSCC) Intel Corporation (INTC) Arteris, Inc. (AIP) Iris Energy Limited (IREN) Legence Corp (LGN) Coherent Inc (COHR) Marvell Technology Inc (MRVL) Arista Networks Inc (ANET) Viking Holdings Ltd (VIK) XPO LOGISTICS, INC. (XPO) Tower Semiconductor Ltd (TSEM) Nextracker Inc. (NXT) Energy Fuels Inc. (UUUU) Sunrun Inc (RUN) Amkor Technology Inc (AMKR) TeraWulf Inc. (WULF) Arm Holdings plc (ARM) Schlumberger NV (SLB) Stacks (STX) STMicroelectronics N.V. (STM) Orochi Network (ON) Synaptics Inc (SYNA) COMPASS Pathways plc (CMPS) CRISPR Therapeutics AG (CRSP) Prime Medicine, Inc. (PRME) Bloom Energy Corporation (BE)

Top Social Posts

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

"$VRT RS as it builds out an earnings flag"
X Link 2026-02-17T15:18Z [----] followers, [---] engagements

"$AIP - chiplet IP company strong week as multi-die has become the dominant architecture"
X Link 2025-12-05T17:54Z [----] followers, [---] engagements

"$AIP chiplet IP company continues to trend. Great market conditions right now"
X Link 2025-12-10T04:16Z [----] followers, [---] engagements

"$PHM similar look to $DHI $XHB. When the sector is setup together like this its worth paying attention. Bitcoin miners like $IREN $ALPD all setup and broke out together last summer"
X Link 2026-01-12T01:02Z [----] followers, [---] engagements

"$LBRT 5% move yesterday back testing resistance"
X Link 2026-01-14T14:16Z [----] followers, [---] engagements

"$BLDR double-bottom base forming in premium homebuilder supplier"
X Link 2026-01-18T05:00Z [----] followers, [---] engagements

"$LGN one that @Venu_7_ feed put on my radar. Most direct comp is $FIX which has been a performer. Recent IPO; company provides skilled labor and engineering consulting for data center buildouts. A beneficiary of the transition to liquid cooling for Blackwell/Rubin. Missed the entry Thursday. https://twitter.com/i/web/status/2013285239762862441 https://twitter.com/i/web/status/2013285239762862441"
X Link 2026-01-19T16:19Z [----] followers, [----] engagements

"$VNET slingshot. High priority add given its importance to $BABA and Steve Cohens position (5% ownership)"
X Link 2026-01-22T16:32Z [----] followers, [---] engagements

"$GDS $VNET $KC all up in premarket"
X Link 2026-01-23T13:31Z [----] followers, [---] engagements

"$GDS Monthly. Chinese data center plays all hot and this one looks the best technically. Looks ready to build a right side"
X Link 2026-01-23T13:36Z [----] followers, [---] engagements

"$VNET a little more work to do than $GDS but similar look with plenty of skyscraper volume"
X Link 2026-01-23T13:38Z [----] followers, [---] engagements

"$LGN recent IPO setting up"
X Link 2026-01-23T17:20Z [----] followers, [---] engagements

"$ENLT Renewable name that has doubled since June"
X Link 2026-01-25T17:34Z [----] followers, [---] engagements

"$GDS testing resistance"
X Link 2026-01-26T16:09Z [----] followers, [---] engagements

"$KC above the 200D for the first time since October. Nvidia cloud maybe lifting for Chinese data center names. $GDS $VNET"
X Link 2026-01-26T16:11Z [----] followers, [---] engagements

"$GDS really strong action (not fading like US tech). Monthly chart showing the strength here this month"
X Link 2026-01-26T18:16Z [----] followers, [---] engagements

"$GDS $VNET $KC China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals https://t.co/q8xYQM3hAV China Grants First Import Approval for Nvidia's H200 AI Chips: Sources China has granted approval for the import of several hundred thousand Nvidia H200 artificial intelligence chips sources say marking a policy shift amid domestic AI development priorities. The approvals"
X Link 2026-01-28T03:54Z [----] followers, [---] engagements

"$VIAV Another PEG but this one through pivot. Memory rightly is a market focus but a related data center play is hiding in plain sight: networking. $LITE $AAOI $COHR showed strength in a weak tape last week. And $ALAB $MRVL have both recently bought photonics companies. Viavi strong report adds more confirmation to recent moves in $ANET that networking is likely to be a hot sector this year. As data centers move toward 800G and 1.6T Ethernet and memory prices increase networking performance and reducing tail latency become critical. Viavi is the validation layer for networking and optics."
X Link 2026-02-01T19:08Z [----] followers, [----] engagements

"$VIAV continues to trend post-earnings"
X Link 2026-02-02T15:05Z [----] followers, [---] engagements

"$AAOI still struggling to get through pivot"
X Link 2026-02-02T19:53Z [----] followers, [---] engagements

"$VIK through pivot with travel stocks hot"
X Link 2026-02-02T21:24Z [----] followers, [---] engagements

"$ALAB unlikely to resolve or develop enough of a cushion to go into the print but Astera should have a strong Q given scaling of rack systems and memory demand. All of these GPUs CPUs memory chips and servers need to be connected and Astera is a leading high-end supplier"
X Link 2026-02-04T01:32Z [----] followers, [----] engagements

"$LITE 10x since the April low and has co-packaged optics as its next tailwind. Sold it for a double; thought I was a genius. A lesson to hold onto your winners"
X Link 2026-02-04T03:41Z [----] followers, [----] engagements

"The crypto boys are pretty glum. Hard to tell if this is just another crypto winter or the end. After more than a decade crypto still hasnt found a true use case. Its too slow to be a scaled payment method too volatile to be a store of value and during a period where currency devaluation is top of mindits collapsing. Its a solution still in search of a problem. Maybe it finds that problem. Maybe it was just another tulip. Time will tell. $BTC $ETH $SOL This crypto winter is hitting different This crypto winter is hitting different"
X Link 2026-02-05T04:19Z [----] followers, [---] engagements

"$VIAV tracking this one. Testing and photonics names are bucking the tech trend"
X Link 2026-02-05T14:48Z [----] followers, [---] engagements

"$XPO these pre-earnings gaps and now earnings gap are saying something about trucking/freight"
X Link 2026-02-05T15:05Z [----] followers, [---] engagements

"$TSEM gap follow-through after yesterdays $NVDA optical modules news. Nvidia validates Towers silicon photonics platform. Earnings next Wednesday where well learn more about timeline on the collaboration"
X Link 2026-02-06T14:57Z [----] followers, [---] engagements

"$ALGM still hoping for some pullback here. Staying high and tight"
X Link 2026-02-06T14:59Z [----] followers, [---] engagements

"$TXN earnings flag buildout"
X Link 2026-02-08T17:33Z [----] followers, [---] engagements

"$VIAV earnings flag buildout on PEG 2"
X Link 2026-02-08T17:34Z [----] followers, [---] engagements

"$NXT solar so its messy but also with an earnings flag buildout"
X Link 2026-02-08T17:37Z [----] followers, [---] engagements

"$VIK cruise name focusing on Boomers/Gen X making new ATHs"
X Link 2026-02-08T17:46Z [----] followers, [---] engagements

"$MOD thermal management company (smaller base than $VRT) making new ATHs"
X Link 2026-02-08T17:52Z [----] followers, [----] engagements

"$XPO trucking/freight company making new ATHs"
X Link 2026-02-08T17:58Z [----] followers, [---] engagements

"$KLIC semiconductor bonding company that is trending with memory names. Nearing ATHs. Gapping since earnings but hoping to see some consolidation near ATHs to position"
X Link 2026-02-08T18:03Z [----] followers, [---] engagements

"$ALGM running away post-earnings. Need to find a way in. Sensing company benefiting from data center buildout and robotics. Quietly pulling out of an IPO base with ATHs in sight. 2/18 analyst day"
X Link 2026-02-08T18:09Z [----] followers, [---] engagements

"$GLW fiber optics leader making new ATHs"
X Link 2026-02-08T18:12Z [----] followers, [---] engagements

"$LUMN sold off on disappointing earnings (telecom business is still a drag but showing signs of a potential bottom). Saw a 30% move (short squeeze) on CEO share purchase during the earnings dip"
X Link 2026-02-08T18:17Z [----] followers, [---] engagements

"$VRT through resistance. Earnings Wednesday"
X Link 2026-02-09T14:42Z [----] followers, [---] engagements

"$TSEM through resistance. Strong reaction to $NVDA collaboration on co-packaged optics"
X Link 2026-02-09T14:55Z [----] followers, [---] engagements

"$PSTG nice reaction off support. Should see increased demand but will be interesting to see how spot NAND prices have impacted margins"
X Link 2026-02-09T15:18Z [----] followers, [---] engagements

"$ALAB last Thursday presented a derisked entry that would have provided cushion into earnings; now up 37%. Frustrating one especially given how strong memory and networking/optics have been. Astera stands to benefit from both as its Scorpio fabric scales"
X Link 2026-02-09T20:20Z [----] followers, [---] engagements

"$UUUU handle build out; looks like its gearing up for a next leg higher. $UUUU Handle entry forming. https://t.co/RC97hVn8rv $UUUU Handle entry forming. https://t.co/RC97hVn8rv"
X Link 2026-02-09T23:45Z [----] followers, [---] engagements

"$UEC not as clean as $UUUU but similar setup"
X Link 2026-02-10T00:00Z [----] followers, [---] engagements

"$MRNA earnings Friday but like the low volume pullback and wedge setup"
X Link 2026-02-10T00:22Z [----] followers, [---] engagements

"$VRT made a pre-earnings breakout attempt today but faded back into range"
X Link 2026-02-10T00:23Z [----] followers, [---] engagements

"$RUN needs a catalyst but things are very compressed. Been trading in a tight range for [--] months. 24% short interest will be fuel if a hyperscaler catalyst comes"
X Link 2026-02-10T00:30Z [----] followers, [---] engagements

"$AMKR strong growth/high capex given facilities expansion. Interested to see how this one reacts tomorrow"
X Link 2026-02-10T03:13Z [----] followers, [----] engagements

"$CSCO quietly making all time highs. Networking is a hot sector"
X Link 2026-02-10T03:15Z [----] followers, [----] engagements

"$CRDO preannouncement read throughs: 🐂: $APH $ANET $MRVL 🐻; $LITE $COHR $AAOI $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The pre-announcement also raised or reaffirmed a $CRDO EVENT CONTEXT AND KEY READ-THROUGHS Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 [----] revenue of $404M-$408M explicitly above the high end of its previously communicated $335M-$345M range. (Business Wire) The"
X Link 2026-02-10T10:42Z [----] followers, [---] engagements

"$MRNA wedge breakout after controlled pullback. $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt $MRNA earnings Friday but like the low volume pullback and wedge setup. https://t.co/oMIu3DkkMt"
X Link 2026-02-10T15:22Z [----] followers, [---] engagements

"$RIVN up on volume based on favorable initial reviews of R2. Earnings Thursday"
X Link 2026-02-10T15:54Z [----] followers, [---] engagements

"$WULF breaking out of range on volume"
X Link 2026-02-10T15:57Z [----] followers, [---] engagements

"$ARM continues to see momentum after break of downtrend. 200D above"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements

"$BLDR 10/21W cross and above the 30W; earnings next Tuesday where guide will be key"
X Link 2026-02-10T16:08Z [----] followers, [---] engagements

"Faded back into range. Seems to be a common theme right now in this choppy market. $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f $WULF breaking out of range on volume. https://t.co/DGNk7BZQ5f"
X Link 2026-02-11T12:48Z [----] followers, [---] engagements

"$GFS strong earnings reaction; testing resistance of a 17-month Stage [--] base"
X Link 2026-02-11T16:29Z [----] followers, [---] engagements

"$SLB flag breakout for oil services company"
X Link 2026-02-11T16:30Z [----] followers, [---] engagements

"$SOLS flag breakout on earnings; recent Honeywell spinoff benefiting from nuclear fuel and thermal management materials demand"
X Link 2026-02-11T18:20Z [----] followers, [---] engagements

"$VRT gapped out 4-month base on earnings. PEG list"
X Link 2026-02-11T18:21Z [----] followers, [---] engagements

"$MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an opportunity"
X Link 2026-02-11T18:29Z [----] followers, [---] engagements

"$AMKR flag breakout with advanced packaging and memory back in focus"
X Link 2026-02-11T18:32Z [----] followers, [---] engagements

"$LSCC making new ATHs on earnings. Stock pickers market in tech right now"
X Link 2026-02-11T18:36Z [----] followers, [---] engagements

"$STX looks ready. Top watch tomorrow"
X Link 2026-02-12T02:02Z [----] followers, [---] engagements

"$ADI broke out of an earnings flag and has been drifting higher since. Earnings next Wednesday"
X Link 2026-02-12T04:18Z [----] followers, [---] engagements

"$IGV Yes babies are getting thrown out with the bath water but if youre trying to trade software youre swimming upstream. Bounces will happen along the way but this kind of damage will likely take a long period of basing/accumulation to see any kind of meaningful reversal"
X Link 2026-02-12T05:11Z [----] followers, [---] engagements

"$STX slingshot a controlled pullback to the 20D"
X Link 2026-02-12T15:41Z [----] followers, [---] engagements

"$AKAM bought this one in premarket on $FSLY sympathy but missed the ideal entry on retest of r/s on Monday. CDNs that integrate security are seeing a boost from agentic traffic (always on). Akamai has also been pivoting its business to be a player in edge AI/inference"
X Link 2026-02-12T15:53Z [----] followers, [---] engagements

"@epictrades1 Really interested to see what happens with $AKAM this week given $FSLY and $NET results"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements

"$RIVN this is their Model Y moment. If you dont live in California you might not realize how popular Rivian is as a brand. Theyre going to sell as many of these as they can produce for a while. The Rivian R2's steering wheel is really clever 👀 Full first drive on AutoFocus: https://t.co/XorOybOHWj https://t.co/1eeLuIVtIE The Rivian R2's steering wheel is really clever 👀 Full first drive on AutoFocus: https://t.co/XorOybOHWj https://t.co/1eeLuIVtIE"
X Link 2026-02-14T22:18Z [----] followers, [---] engagements

"$NET $AKAM $FSLY $INTC $ARM $QCOM AI agent compute needs are very different -- CPU heavy more heterogenous near the edge more distributed More Cloudflare than massive hyperscaler data centers Export control today is focused on flops heavy GPUs; doesn't address this emerging trend at all AI agent compute needs are very different -- CPU heavy more heterogenous near the edge more distributed More Cloudflare than massive hyperscaler data centers Export control today is focused on flops heavy GPUs; doesn't address this emerging trend at all"
X Link 2026-02-15T19:47Z [----] followers, [---] engagements

"$ALGM Analyst day Wednesday; Sensing company also benefit from move to the edge. Edge computing/inference names are outperforming along with memory and inference"
X Link 2026-02-16T00:56Z [----] followers, [---] engagements

"$LSCC strong earnings for FPGA pure play. Another company built for edge AI. The AI infrastructure trade is broadening beyond data centers and training to real world applications which demand edge compute"
X Link 2026-02-16T01:01Z [----] followers, [---] engagements

"@Venu_7_ Amazing. China seems way ahead of us in robotics"
X Link 2026-02-16T17:41Z [----] followers, [---] engagements

"$VNET strong week. Up 50% YTD"
X Link 2026-02-11T16:21Z [----] followers, [---] engagements

"$STM flag buildout after $AMZN partnership (data centers connectivity and efficiency); another edge AI company who allows companies to embed AI into devices with its microcontrollers"
X Link 2026-02-16T01:45Z [----] followers, [---] engagements

"Best distillation Ive read about why software moats and multiples are collapsing. The revenue cliff is real but it's a slope not a cliff. Current revenue is largely locked in for the next 12-24 months. But here's the thing the market already understands: you don't need revenue to decline for the stock to crash. You need the multiple to compress. https://t.co/v7sot4WCI2 https://t.co/v7sot4WCI2"
X Link 2026-02-17T00:28Z [----] followers, [---] engagements

"$MRNA slingshot"
X Link 2026-02-17T14:38Z [----] followers, [---] engagements

"$TAC Canadian power company with hyperscaler contracts. Breaking back above the 50D on volume"
X Link 2026-01-27T17:19Z [----] followers, [---] engagements

"$LUNR gap up on Elon giving up on Mars to occupy the moon"
X Link 2026-02-09T15:15Z [----] followers, [---] engagements

"@rohanpaul_ai Vaporware like $ACHR. Zero live demonstrations; controlled video demos and a lot of talk"
X Link 2026-02-15T05:55Z [----] followers, [---] engagements

"$TXN Edge/Physical AI leader that just acquired $SLAB (specializes in wireless mesh networking). HT earnings flag. More evidence that edge AI is where money is flowing"
X Link 2026-02-16T01:14Z [----] followers, [---] engagements

"Thats it for me this weekend. Memory still looks strong. Networking looks mixed after $ALAB raised margin concerns. Edge and agentic AI are the new themes worth tracking. Real earnings strength and momentum developing in names like $NET $FSLY $AKAM $ALGM $TXN $LSCC $STM $ON $SYNA. https://twitter.com/i/web/status/2023214952681779251 https://twitter.com/i/web/status/2023214952681779251"
X Link 2026-02-16T01:56Z [----] followers, [---] engagements

"$NBIS RS in the data center space; inside day"
X Link 2026-02-17T15:20Z [----] followers, [---] engagements

"$TXN RS; continues its HT earnings flag buildout"
X Link 2026-02-17T15:25Z [----] followers, [---] engagements

"$LITE showing leadership; continues flag buildout"
X Link 2026-02-17T15:40Z [----] followers, [---] engagements

"😂 Software investors trying to understand what it all means right now Software investors trying to understand what it all means right now"
X Link 2026-02-17T19:50Z [----] followers, [---] engagements

"$TWST up 7%; been in a steady uptrend since 10/21W cross (green dot). One of the better reversal indicators Ive found"
X Link 2026-02-18T15:36Z [----] followers, [---] engagements

"$KC Chinese data center players like $VNET and $GDS having a strong week. Kingsoft with 10-month base and now above the 30W"
X Link 2026-02-12T15:55Z [----] followers, [---] engagements

"$AKAM Earnings on Thursday; should be good if $NET and $FSLY are any indication. CDN like Cloudflare and Fastly but has also pivoted to edge computing. A company built for agentic AI"
X Link 2026-02-16T00:53Z [----] followers, [---] engagements

"$SYNA IOT/edge inference chips focusing on an open-source interface (partnered with Google) for low latency compute across IOT devices (testing being done on humanoids). Its building out a right side. Not everything is in a Stage [--] downtrend"
X Link 2026-02-16T01:29Z [----] followers, [---] engagements

"$ON early flag buildout for sensing company who competes with $ALGM. Edge AI is the strongest developing theme Im seeing in earnings and the charts"
X Link 2026-02-16T01:35Z [----] followers, [---] engagements

"$FSLY the story of last week. CDNs suddenly back in focus with agentic AI developing as a theme supported by earnings. $AKAM on tap Thursday"
X Link 2026-02-16T01:50Z [----] followers, [---] engagements

"$CMPS up 30% premarket on Phase [--] results. $DFTX $HELP $ATAI $CMPS Successfully Achieves Primary Endpoint in Second Phase [--] Trial Evaluating COMP360 Psilocybin for Treatment-Resistant Depression https://t.co/N2Em6FvpV7 $CMPS Successfully Achieves Primary Endpoint in Second Phase [--] Trial Evaluating COMP360 Psilocybin for Treatment-Resistant Depression https://t.co/N2Em6FvpV7"
X Link 2026-02-17T14:05Z [----] followers, [---] engagements

"Solar strong today with $SEDG reporting tomorrow premarket. Solar Edge has partnered with Infineon on a solid-state transformer platform to improve data center efficiency adding a new vertical to its business. $TAN $NXT $ENPH $SHLS $RUN"
X Link 2026-02-17T20:27Z [----] followers, [---] engagements

"$AUR base buildout below the 30W. Last base went for well over a year before breakout. Will be interesting to see how long this one takes. Leader in autonomous freight that just expanded its routes (now in AZ). Dilution is the big risk here as the company is still pre-revenue"
X Link 2026-02-19T01:24Z [----] followers, [---] engagements

"$MRNA FDA story ended up being noise and the retest of base breakout resistance gave a good entry. $MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an opportunity. https://t.co/e8UEmnI81U $MRNA story re flu vaccine looks like noise; finding support at the 50D and above prior resistance. Earnings Friday where there will be more clarity. Story here is in oncology so any further weakness post-earnings could be an"
X Link 2026-02-19T01:30Z [----] followers, [---] engagements

"$INTC interesting setup. Undercut of the 50D was the time to get long the last [--] times"
X Link 2026-02-19T01:40Z [----] followers, [---] engagements

"$HSI up 2.7% $HSTECH up 4.2% in overnight. $KWEB $DRAG $BABA $NTES $BILI $TME"
X Link 2025-02-21T03:13Z [----] followers, [---] engagements

"Tale of two markets. $QQQ down YTD; $HSTECH up 34%"
X Link 2025-02-26T11:46Z [----] followers, [---] engagements

"China stimulating their economy while we initiate austerity through DOGE. There is a reason $HSI $HSTECH $KTECH $DRAG $KWEB is outperforming our market. China Plans $55 Billion Capital Injection into Major Banks as Part of Economic Stimulus: Sources China plans to inject fresh capital into several of its largest banks in the coming months as part of a broader stimulus package aimed at supporting the struggling economy China Plans $55 Billion Capital Injection into Major Banks as Part of Economic Stimulus: Sources China plans to inject fresh capital into several of its largest banks in the"
X Link 2025-02-26T12:05Z [----] followers, [---] engagements

"@josephwang Rings hollow when he regularly tells people to buy $TRUMP"
X Link 2025-04-09T13:50Z [----] followers, 10.3K engagements

"ChatGPT deep research summary of psychedelic therapy companies. Strong M&A candidates given $JNJ success with Spravato (esketamine). $GHRS is unique b/c it does not req psychotherapy integration. $CYBN w strong volume last week. $CMPS should be first to market with $MNMD not far behind"
X Link 2025-04-12T18:56Z [----] followers, [----] engagements

"@InvestingVisual Something in the gene editing space. The market has been slow to appreciate how much AI is helping with precision edits and reducing off-target effects. $CRSP $NTLA $VERV $BEAM $PRME"
X Link 2025-04-26T22:10Z [----] followers, [----] engagements

"@SullyCNBC I used to work near 3rd Street. It had been in decline with a bad store mix (and stores with too much square footage) prior to the pandemic but that really did it in. Sad to see. Not sure what revives it"
X Link 2025-05-08T01:55Z [----] followers, [----] engagements

"$OSCR strong volume"
X Link 2025-06-05T13:59Z [----] followers, [---] engagements

"$RXRX press release from today. Should get more detail Tuesday (GS Healthcare Conf.). Recursion Pharmaceuticals Inc. - MIT and Recursion Release Boltz-2: Next Generation AI Model to Predict Binding Affinity at Unprecedented Speed Scale and Accuracy https://ir.recursion.com/news-releases/news-release-details/mit-and-recursion-release-boltz-2-next-generation-ai-model/ https://ir.recursion.com/news-releases/news-release-details/mit-and-recursion-release-boltz-2-next-generation-ai-model/"
X Link 2025-06-07T02:31Z [----] followers, [---] engagements

"$INVZ penny stock (so buyer beware) but strong setup in hot sector ($AEVA and $OUST); tier [--] supplier in AV with strong partnerships and trying to enter smart city market"
X Link 2025-06-16T15:36Z [----] followers, [----] engagements

"$PRME spec name setting up"
X Link 2025-06-20T14:23Z [----] followers, [---] engagements

"$HUT clear break of downtrend; one hyperscaler HPC contract (for Louisiana project) announcement away from a major run"
X Link 2025-07-05T15:48Z [----] followers, [---] engagements

"$HSTECH closed up 2.7%. Weekly chart looks ready for a breakout. $PDD $BABA $YMM $XPEV $NIO"
X Link 2025-08-22T13:06Z [----] followers, [---] engagements

"$RIVN looks ready to test $14.50. Baffling to me how a company with a strong brand committed and visionary founder that is no longer in financial distress and on the verge of scaling production of an affordable vehicle is trading this close to lows"
X Link 2025-08-28T18:59Z [----] followers, [----] engagements

"$INTC nice look on the daily; alert set for $25"
X Link 2025-09-10T13:10Z [----] followers, [----] engagements

"If you want evidence that were in a risk-on environment look no further than $FCEL $BLDP $PLUG. Like $IREN is for BTC miners turned AI data centers $BE is the fundamentals story in fuel cell. But in a raging bull secondary players often trade with the leader"
X Link 2025-09-18T01:28Z [----] followers, [----] engagements

"$XLE $TAN $NUKZ anyone wondering why energy stocks are about to rally should watch this interview with Energy Secretary Chris Wright (former CEO of $LBRT). The Administration is reversing course and going from energy reduction to adding [---] GW by [----]. Chris Wright says the AI boom is fueling electricity demand the first real growth in years. Reshoring manufacturing and energy exports also drive demand. He explains the U.S. must add [---] gigawatts of new firm capacity in five years reversing a planned [--] gigawatt reduction. https://t.co/H2CLAmx1AD Chris Wright says the AI boom is fueling"
X Link 2025-09-27T20:58Z [----] followers, [---] engagements

"$LBRT With Chris Wright talking his book (former CEO of Liberty) good to remember the $OKLO partnership if momentum builds in the nat gas trade. https://oklo.com/newsroom/news-details/2025/Oklo-and-Liberty-Energy-Launch-Next-Generation-Integrated-Power-Solution/default.aspx https://oklo.com/newsroom/news-details/2025/Oklo-and-Liberty-Energy-Launch-Next-Generation-Integrated-Power-Solution/default.aspx"
X Link 2025-09-29T03:47Z [----] followers, [---] engagements

"$HSTECH 3.3% move last night. $KWEB $BIDU $BABA"
X Link 2025-10-02T12:55Z [----] followers, [---] engagements

"$LBRT another natural gas name this time with an $OKLO partnership. Above key weekly MAs"
X Link 2025-10-09T01:56Z [----] followers, [---] engagements

"$FLNC largest utility-scale battery storage company by installed and contracted capacity. Bullish on the daily and weekly. Reminds me of $BE after its initial move from $11 to $28"
X Link 2025-11-06T02:50Z [----] followers, [----] engagements

"$CWEN High tight earnings flag"
X Link 2025-11-08T02:05Z [----] followers, [---] engagements

"$HASI renewables capital infrastructure company. 12% earnings move. $TAN emerging as a theme"
X Link 2025-11-08T22:11Z [----] followers, [---] engagements

"@KobeissiLetter Lets all calm down here. The stimulus checks arent happening. The post was typical Trump. He knows the Supreme Court is about to strike down his tariffs and he wants to put public pressure on them. Well get a Monday surge on this but this is bluster not reality"
X Link 2025-11-09T15:50Z [----] followers, [----] engagements

"💯 agree. @ShakePryzby1 talented trader and A+ person. Highly recommend the book. My recommendation for the next trading read is @ShakePryzby1 - Pinpoint Trading Practical concise and all-season book. This is precisely how the book needs to be written. Since this is a recent publication you will find momentum stocks that are still in play. I am also https://t.co/VRdTTydLt4 My recommendation for the next trading read is @ShakePryzby1 - Pinpoint Trading Practical concise and all-season book. This is precisely how the book needs to be written. Since this is a recent publication you will find"
X Link 2025-11-09T23:09Z [----] followers, [----] engagements

"$RIVN through daily pivot but real move is if it gets through $18"
X Link 2025-11-11T01:46Z [----] followers, [---] engagements

"$DQ break of trend line"
X Link 2025-12-08T14:57Z [----] followers, [---] engagements

"$CHYM no volume today but like the way this one is getting orderly. Subtle character change. Added it to the WL"
X Link 2026-01-02T19:49Z [----] followers, [---] engagements

"$CHYM Breaking out"
X Link 2026-01-05T21:03Z [----] followers, [---] engagements

"$BLDR With the Trump Administration making housing affordability a focus ahead of the midterms Builders FirstSource is a quality name that would be a major beneficiary if home building picks up in earnest. Massive volume backed candle today and now above the 200D"
X Link 2026-01-09T17:23Z [----] followers, [---] engagements

"@OptionsMir Great news for $VNET $GDS $KC too"
X Link 2026-01-15T05:43Z [----] followers, [---] engagements

"$QQQJ next [---] companies versus $QQQ. Tech outside the Mags and larger cap companies still doing well"
X Link 2026-01-19T05:35Z [----] followers, [---] engagements

"$ARKG looks ready to put in a right side with $XBI $MRNA $CRSP and bios quietly one of the top sectors in the market"
X Link 2026-01-22T16:00Z [----] followers, [---] engagements

"$GRAL testing new highs"
X Link 2026-01-22T22:00Z [----] followers, [---] engagements

"$SLB $HAL $LBRT Oil and gas early strength"
X Link 2026-01-23T14:42Z [----] followers, [---] engagements

"$GDS $VNET $KC $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK $NVDA CEO Jensen Huang is in China amid regulatory headwinds https://t.co/bCQlIIveEK"
X Link 2026-01-24T16:56Z [----] followers, [---] engagements

"$KC playing quick catchup with $GDS and $VNET. Up 11% in premarket after an 8% move yesterday"
X Link 2026-01-27T14:13Z [----] followers, [---] engagements

"$STNE gap up and steady move since base breakout but no breakaway candle and still chugging through supply"
X Link 2026-01-27T14:48Z [----] followers, [---] engagements

"$STNE One for a WL given the outperformance of LATAM improving price action and 3-year Stage [--] base"
X Link 2026-01-29T14:19Z [----] followers, [---] engagements

"$TXN another PEG near pivot. Analog semi maker and fab. Like $ALGM turns signals into useable data. Capex overhang for years because of fab builtouts and primary endmarkets like EVs with Covid stockpiles. Issued rare Q1 sequential revenue growth signaling potential inflection"
X Link 2026-02-01T16:32Z [----] followers, [---] engagements

"$UTES Utilities holding strong sending a defensive signal"
X Link 2025-10-11T15:48Z [----] followers, [---] engagements

"$BABA given its market cap makes sense that $HSTECH has a similar look"
X Link 2025-08-22T21:43Z [----] followers, [---] engagements

"$HSTECH breaking out; up 3%"
X Link 2025-08-25T02:55Z [----] followers, [---] engagements

"$HSI $HSTECH sending a very different signal about the trade war"
X Link 2025-10-13T03:43Z [----] followers, [---] engagements

"$ERO copper surging overnight"
X Link 2026-01-29T13:52Z [----] followers, [---] engagements

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